Christopher Bak (CRD# 6278208) is an Investment Advisor Representative working at Thrive Capital Management, LLC in Fort Washington, PA and has over 8 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Thrive Capital Management, LLC | Fort Washington, PA | Mar 2021 - Current | 3 |
Thrive Capital Management, LLC | Fort Washington, PA | Sep 2020 - Current | 3 |
Thrive Insurance Group, LLC | Fort Washington, PA | Aug 2020 - Current | 3 |
Thrive Financial Services, LLC | Fort Washington, PA | Aug 2020 - Current | 3 |
Liberty Partners Financial Services, LLC | Bakersfield, CA | Jun 2019 - Aug 2020 | 1 |
Efficient Advisors | Philadelphia, PA | Oct 2017 - Aug 2020 | 2 |
Nicks Roast Beef | Philadelphia, PA | Sep 2014 - Dec 2018 | 4 |
Boenning & Scattergood | West Conshohocken, PA | Jun 2016 - Oct 2017 | 1 |
Efficient Advisors, LLC | Philadelphia, PA | Apr 2016 - Jun 2016 | < 1 |
Efficient Advisors, LLC | Philadelphia, PA | May 2014 - Apr 2016 | 1 |
Michael J. Craig Financial Services | Philadelphia, PA | Sep 2014 - Apr 2015 | < 1 |
Temple University | Philadelphia, PA | Sep 2012 - Sep 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
S63 | Uniform Securities State Law Examination | Jul 2017 |
- PA
-
Total Assets Under Management393MILLIONS
-
Total Number of Accounts1,829ACCOUNTS
-
Average Account Value$214,744
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, DE, FL, MA, MD, NC, NJ, PA, SC, TN, TX, VA
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