Christopher Forte, financial advisor Birmingham MI
83 score

Christopher Forte

CRD Number: 1400180
Current Firm: Integrated Investment Consultants, LLC

Christopher Forte (CRD# 1400180) is an Investment Advisor Representative working at Integrated Investment Consultants, LLC in Birmingham, MI and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Integrated Investment Consultants, LLC Birmingham, MI May 2015 - Current 1
Wells Fargo Advisors LLC Birmingham, MI May 2009 - May 2015 6
Wachovia Securities LLC Birmingham, MI Jul 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S65 NASAA Investment Advisors Law Examination Feb 1994
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Christopher A. Forte
Phone Number: 866-433-3581
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    993
    MILLIONS
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $7,817,441
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MI

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BADGES
83

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