Christopher Simcho, financial advisor Austin TX
78 score

Christopher Simcho

CRD Number: 5942034
Current Firm: Kestra Advisory Services, LLC

Christopher Simcho (CRD# 5942034) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Austin, TX May 2016 - Current < 1
Fidelity Investments Westlake, TX Jun 2011 - May 2016 4
Concussion Advertising Fort Worth, TX Mar 2011 - May 2011 < 1
Unemployed Keller, TX Jan 2011 - Mar 2011 < 1
The Richards Group Dallas, TX Feb 2010 - Dec 2010 < 1
Unemployed Keller, TX Jan 2010 - Feb 2010 < 1
Institute Of Behavioral Research Fort Worth, TX Jan 2007 - Dec 2009 2
Unemployed Southlake, TX Mar 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S66 NASAA Uniform Combined State Law Examination May 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Christopher J. Simcho
Phone Number: 512-697-6000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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