Christopher Austin (CRD# 5874196) is an Investment Advisor Representative working at City National Rochdale in Irvine, CA and has over 13 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cnr Securities, LLC | Irvine, CA | Mar 2022 - Current | 2 |
City National Rochdale | Beverly Hills, CA | Feb 2020 - Mar 2022 | 2 |
20/20 Capital Management, Inc. | Costa Mesa, CA | May 2018 - Feb 2020 | 1 |
Ameritas Investment Corp | Lincoln, NE | Mar 2014 - Feb 2020 | 5 |
20/20 Financial Advisors | Costa Mesa, CA | Feb 2014 - Feb 2020 | 6 |
20/20 Capital Management | Costa Mesa, CA | Nov 2015 - Apr 2018 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2011 |
S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
- CA
-
Total Assets Under Management60,066MILLIONS
-
Total Number of Accounts43,108ACCOUNTS
-
Average Account Value$1,393,375
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, WY
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