Christopher Prien (CRD# 1988563) is an Investment Advisor Representative working at Waterrock Wealth Management in Albuquerque, NM and has over 30 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2376474
Cuso Financial Services
CRD# 4186264
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prien Insurance Solutions, LLC | Albuquerque, NM | Mar 2022 - Current | 2 |
| Prien Asset Management, Llc D/b/a Waterrock Wealth Management | Alberquerque, NM | Apr 2018 - Current | 6 |
| Alpha Solutions Management | Okemos, MI | Jan 2021 - Mar 2022 | 1 |
| Questar Asset Management | Minneapolis, MN | Jul 2016 - Feb 2018 | 1 |
| Questar Capital Corporation | Minneapolis, MN | Jul 2016 - Feb 2018 | 1 |
| Lpl Financial, LLC | Santa Fe, NM | May 2015 - Jun 2016 | 1 |
| New Mexico Financial Partners | Santa Fe, NM | May 2015 - May 2016 | 1 |
| Bbva Securities Inc. | Albuquerque, NM | May 2013 - May 2015 | 2 |
| Bbva Wealth Solutions Inc. | Albuquerque, NM | Sep 2012 - May 2015 | 2 |
| Compass Bank | Albuquerque, NM | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2004 |
- AZ
- NM
- TX
-
Total Assets Under Management113MILLIONS
-
Total Number of Accounts236ACCOUNTS
-
Average Account Value$479,794
- 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
- Selection of other advisers (including private fund managers)
AZ, NM, TX
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