Years of Experience
5-20+ Years
CHICO, CA
18 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Jaques is an investment advisor representative registered with Stifel, Nicolaus & Company, Inc.. Christopher has been in the industry since March 2007. Christopher is licensed to provide investment advice in 30 states and is also registered with FINRA.
SPECIALIZATIONS
SAN DIEGO, CA
9 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Andrew Schwartz is a financial advisor currently registered with Commonwealth Financial Network, a firm with over 2,950 registered representatives. Christopher Schwartz is also a Registered Representative with Commonwealth Financial Network. Christopher Schwartz has experience in the industry since 2015, and has offices in San Diego, CA. Christopher Schwartz is also registered as an Investment Advisor Representative in Massachusetts. Christopher Schwartz works with a variety of client types including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, state and municipal government entities, and individuals other than high-net-worth individuals. Commonwealth Financial Network offers a variety of advisory services including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
SPECIALIZATIONS
ENCINO, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Brodoski is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been in the financial services industry since 2008. Christopher is currently registered with the state of California and Texas.
SPECIALIZATIONS
MURRIETA, CA
10 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Hart is a financial advisor with Raymond James Financial Services Advisors, Inc. Christopher has been in the industry since October 2014 and holds a Series 66, Series 7, and SIE license. Christopher's firm has over 6500 clients and manages more than $344 billion in assets.
SPECIALIZATIONS
LONG BEACH, CA
31 Years Experience
3 Disclosures
ADVISOR BIO
Christopher Lorenz Steer is a financial advisor with LPL Financial LLC. Christopher has been in the financial industry since 1993 and has experience working with individuals, businesses, and retirement plans. Christopher is registered in 16 states to offer securities and investment advisory services, including California, Arizona, Colorado, Idaho, Massachusetts, Mississippi, Nevada, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Alabama, and Oregon. Christopher also holds the Series 31, Series 7, and SIE licenses. Christopher has been with LPL Financial LLC since 2010. Before that, Christopher was employed by NRP FINANCIAL, INC. and H&R BLOCK FINANCIAL ADVISORS, INC.
SPECIALIZATIONS
ELK GROVE, CA
5 Years Experience
1 Disclosures
ADVISOR BIO
Christopher Yumang Yambao is a financial advisor with Transamerica Financial Advisors, Inc. Christopher has been in the financial services industry since March 2020. Christopher is registered with the state of California and Illinois. Christopher specializes in providing financial advice and portfolio management for individuals and investment companies.
SPECIALIZATIONS
BURLINGAME, CA
18 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Twardowski is a financial advisor who has been in the industry since September 20, 2006. Christopher is currently registered with Fidelity Personal AND Workplace Advisors. He is licensed to provide advisory services in 53 states. Christopher specializes in providing financial planning, educational seminars, and portfolio management services for individuals and businesses. Christopher has a wide range of experience and expertise in the financial services industry.
SPECIALIZATIONS
SANTA BARBARA, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Brandon lane Cooper is a registered representative with Wells Fargo Clearing Services, LLC. Christopher has been in the industry since 2024 and holds the Series 63, Series 6TO and SIE licenses. Christopher's primary office is located in Santa Barbara, CA. Christopher has 1 approved registration with FINRA.
SPECIALIZATIONS
SAN FRANCISCO, CA
3 Years Experience
1 Disclosures
ADVISOR BIO
Christopher Roberts Dovale is a financial advisor with J.p. Morgan Securities LLC. Christopher Roberts Dovale is registered to provide securities advice in the state of California. Christopher Roberts Dovale has been in the financial services industry since January 27, 2022. Christopher Roberts Dovale has passed the Series 63, Series 6TO and SIE exams. Christopher Roberts Dovale works at the J.p. Morgan Securities LLC branch located in San Francisco, California.
SPECIALIZATIONS
SAN DIEGO, CA
19 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Phelps is a financial advisor with over 17 years of experience in the financial services industry. Christopher is registered with Commonwealth Financial Network and holds a Series 7, Series 24, Series 63, and Series 65 licenses. Christopher is a Certified Financial Planner. Christopher is a Registered Investment Advisor and provides financial planning, portfolio management and investment advisory services for individuals, high net worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Commonwealth Financial Network is an independent Registered Investment Advisor firm with headquarters in Waltham, Massachusetts.
SPECIALIZATIONS