ADVISOR BIO

Christopher Charles Symank is a registered representative of Morgan Stanley. Christopher has been in the securities industry since 2008, working for both Citigroup Global Markets, Inc. and Morgan Stanley. Christopher has a Series 7, Series 31, and Series 66 license. Christopher is registered in 43 states and 2 IA states. Christopher specializes in providing financial planning, portfolio management for individuals, businesses and investment companies.

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ADVISOR BIO

Christopher Johnson is a financial advisor with J.P. Morgan Securities LLC. Christopher has been in the financial industry since 2018. Christopher is registered with the state of California and Texas as both a broker and an investment advisor. Christopher has the Series 66, Series 7 and SIE licenses. Prior to working at J.P. Morgan, Christopher was an employee at Merrill Lynch and Bank of America.

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ADVISOR BIO

Christopher Vanslyke is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Worthpointe, LLC and Constitution Wealth LLC. Christopher holds the Series 7 and Series 63 securities licenses, and the Series 65 investment advisor license. Christopher also holds the Certified Financial Planner designation. Christopher works with both individuals and businesses. Christopher specializes in retirement planning, college savings, and estate planning. Christopher's practice is focused on providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Christopher Todd Solmssen is a financial advisor based in San Francisco, California. Christopher has been working in the financial industry since November 21, 2001 and is currently registered with RBC Capital Markets, LLC. Christopher has previously worked with EVERCORE GROUP L.L.C., CREDIT SUISSE SECURITIES (USA) LLC, SCHRODER FUND ADVISORS INC., BRINSON ADVISORS, and SUNAMERICA CAPITAL SERVICES, INC.. Christopher has a broad range of experience in financial markets and a wide selection of licenses and registrations. Christopher's professional certifications include Series 63, Series 24, Series 57TO, SIE, Series 87, Series 86, and Series 7. Christopher can provide financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

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ADVISOR BIO

Christopher Pennington is a financial advisor with UBS Financial Services Inc., based in San Diego, California. Christopher has been a registered representative since November 6, 2000, and has worked in the financial industry for over two decades. Christopher holds the Series 7, Series 31, and Series 66 licenses and has extensive experience in portfolio management for individuals and businesses. UBS Financial Services Inc. is a large firm with over $700 billion in assets under management.

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ADVISOR BIO

Christopher Toregas is a financial advisor with over 13 years of experience in the industry. Christopher is currently registered with UBS Financial Services Inc. and holds Series 7, Series 66 and SIE licenses. Previously, Christopher was registered with MORGAN STANLEY in Santa Monica, CA. Christopher specializes in providing financial advice to individuals and families, businesses, high-net-worth individuals, charitable organizations, insurance companies, pension and profit-sharing plans, state or municipal government entities, and corporations or other businesses.

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ADVISOR BIO

Christopher Milner is a financial advisor with over 6 years of experience in the financial services industry. Christopher is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has offices in SAN JOSE, CA. Christopher has a broad range of experience in the financial services industry. Christopher has provided financial planning advice to individuals, families, and businesses.

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ADVISOR BIO

Christopher Nunley is a financial advisor with Stifel, Nicolaus & Company, Inc. Christopher has been in the financial industry since June 2019. Christopher is licensed to provide financial and investment advice in a variety of states. Christopher specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Christopher Luxford is a financial advisor with Edward Jones. Christopher has been in the industry since March 2016 and is registered in California and Texas. Christopher's primary office is located in Santa Barbara, CA. Christopher's areas of expertise include portfolio management for individuals, financial planning, and pension consulting. He has a Series 7 and Series 66 license, and the SIE exam.

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ADVISOR BIO

Christopher Laver is an active investment advisor with UBS Financial Services Inc. based in San Francisco, California. Christopher has over 40 years of experience in the industry and is registered with the Securities and Exchange Commission as an Investment Advisor Representative. Christopher is also registered in several states as a Broker/Dealer and Investment Advisor Representative. Christopher has held previous positions at Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Furman Selz LLC, Smith Barney Inc., Drexel Burnham Lambert Incorporated, and Dean Witter Reynolds Inc. Christopher is a Series 3, Series 7, Series 8, Series 9, Series 10, and Series 63 and Series 65 licensed investment advisor. He is a member of the board of directors of the Pasadera Golf Course and is the Executor of the Katie Clancy estate. Christopher is a highly experienced and qualified investment advisor who is committed to providing his clients with the highest level of service.

SPECIALIZATIONS