Christopher Boren (CRD# 7275683) is an Investment Advisor Representative working at Jackson & Associates, Inc. in Albuquerque, NM and has 1 year of experience in the finance industry. Christopher Boren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2376474
Cuso Financial Services
CRD# 4186264
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jackson & Associates, Inc. | Albuquerque, NM | Nov 2020 - Current | 3 |
| Abadie & Boren Ltd. Company | Albuquerque, NM | Jan 2019 - Current | 5 |
| Texas Tech University | Lubbock, TX | Sep 2016 - May 2019 | 2 |
| Texas Tech University | Lubbock, TX | Jan 2018 - Dec 2018 | < 1 |
| Evensky & Katz | Coral Gables, FL | May 2018 - Aug 2018 | < 1 |
| Sandia National Labs | Albuquerque, NM | May 2013 - Aug 2016 | 3 |
| New Mexico State University | Las Cruces, NM | Sep 2012 - May 2016 | 3 |
- NM
-
Total Assets Under Management108MILLIONS
-
Total Number of Accounts87ACCOUNTS
-
Average Account Value$1,240,728
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NM, TX
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