Unclaimed
Christopher Evers is a financial advisor with Charles Schwab & CO., Inc. located in Westlake, TX. Christopher has been in the financial industry since 2014 and has experience with Edward Jones, Scottrade, Inc. and TD Ameritrade, Inc. Christopher holds the Series 66, Series 7 and SIE licenses. Christopher is a CERTIFIED FINANCIAL PLANNER™.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
12/18/2019 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/26/2018 - 12/12/2019
TD AMERITRADE, INC. (ARLINGTON TX)
TX
02/10/2016 - 02/26/2018
SCOTTRADE, INC. (SOUTHLAKE TX)
TX
05/13/2014 - 02/09/2016
EDWARD JONES (WEATHERFORD TX)
BOTH
Issued 06/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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