Unclaimed
Christopher Tritt is a financial advisor at Illumination Wealth Management. Christopher has been in the financial services industry since 2018. Christopher is registered with the state of Tennessee as an Investment Advisor Representative (IAR). Christopher is a Certified Financial Planner and holds the Series 65 and SIE licenses. Christopher has experience working with a variety of clients including high net worth individuals, businesses, and retirement plans. Christopher specializes in financial planning, portfolio management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Wealth management
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
04/14/2023 - Present
Illumination Wealth Management (SAN DIEGO CA)
IA
Issued 12/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Christopher Tritt is the right advisor for you? Invested Better is here to help.