Christian Orms (CRD# 2353531) is an Investment Advisor Representative working at Optima Capital Management in Billings, MT and has over 29 years of experience in the finance industry.
CRD# 2759083
D.a. Davidson & Company
CRD# 4974354
Allied Investment Advisors LLC
CRD# 4470329
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optima Capital Management, Inc. | Billings, MT | Apr 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
- MT
- TX
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts44ACCOUNTS
-
Average Account Value$676,968
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Other
MT, TX
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