Christopher Felton (CRD# 3222050) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 24 years of experience in the finance industry.
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
CRD# 1473328
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Power Of Zero Seminars | Englewood, CO | Nov 2023 - Current | < 1 |
| United Planners | Scottsdale, AZ | Nov 2023 - Current | < 1 |
| Chris Felton | Englewood, CO | Oct 2023 - Current | < 1 |
| Summit Global Investments | Bountiful, UT | Sep 2023 - Current | < 1 |
| Affiliate Sales | Castle Rock, CO | Oct 2022 - Current | 1 |
| Brand Builders Group | Nashville, TN | Sep 2022 - Current | 1 |
| Impact Legacy LLC | Greenwood Village, CO | Nov 2021 - Current | 2 |
| College Loan Freedom | Henderson, NV | Aug 2019 - Current | 4 |
| 247 Properties, LLC | Highlands, CO | Jul 2012 - Current | 11 |
| Chris Felton - Author | Castle Rock, CO | Aug 2011 - Current | 12 |
| Couples Money, LLC | Centennial, CO | May 2011 - Current | 12 |
| Piper Financial Inc. | Denver, CO | Jul 2002 - Current | 21 |
| Transamerica Financial Advisors, Inc. | Centennial, CO | Jan 2012 - Sep 2023 | 11 |
| Wfg | Centennial, CO | Jun 2001 - Sep 2023 | 22 |
| Shaw American | Louisville, KY | Oct 2022 - Aug 2023 | < 1 |
| Network Referral Group | Colorado Springs, CO | Feb 2022 - Jan 2023 | < 1 |
| Twz Inc Dba Us Processing Solutions | Long Beach, CA | Sep 2021 - Jan 2023 | 1 |
| Author | Highlands Ranch, CO | Apr 2011 - Jan 2023 | 11 |
| Author | Castle Rock, CO | Apr 2011 - Jan 2023 | 11 |
| Syracuse LLC | Greenwood Village, CO | Oct 2017 - Nov 2022 | 5 |
| Colonial Life | Centennial, CO | Oct 2017 - Feb 2022 | 4 |
| Xperience | Annapolis, MD | Nov 2017 - Dec 2021 | 4 |
| Jonathan Manske | Highland Ranch, CO | Aug 2010 - Dec 2021 | 11 |
| Master Networks | Rochester, MN | May 2014 - Oct 2020 | 6 |
| Roper Insurance And Financial Services | Englewood, CO | Jun 2015 - Jul 2019 | 4 |
| Mycore Benefits | Annapolis, MD | Nov 2017 - Feb 2019 | 1 |
| Tcm Enterprises | Castle Rock, CO | Dec 2015 - Mar 2017 | 1 |
| Integrated Tax Advisors | Greenwood Village, CO | Mar 2009 - Mar 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2005 |
- CO
-
Total Assets Under Management2,029MILLIONS
-
Total Number of Accounts6,110ACCOUNTS
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Average Account Value$332,062
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- 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
- Other
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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