Christopher Bird (CRD# 7737870) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Burlington, VT and has 1 year of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Bank N.a. | Burlington, VT | May 2023 - Current | 1 |
| Td Private Client Wealth LLC | Burlington, VT | May 2023 - Current | 1 |
| Td Bank Na | South Burlington, VT | May 2022 - May 2023 | 1 |
| Seacomm Federal Credit Union | Essex, VT | Mar 2021 - May 2022 | 1 |
| United Parcel Service | Williston, VT | Dec 2020 - Jan 2021 | < 1 |
| Salt Lake Country Club | Salt Lake City, UT | Nov 2017 - Dec 2020 | 3 |
| Lowe's Home Improvement | Essex Junction, VT | Feb 2017 - Aug 2017 | < 1 |
| Essex High School | Essex Junction, VT | Aug 2013 - Jun 2017 | 3 |
| The Hungry Dutchman | Essex Junction, VT | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- FL
- MA
- NH
- NY
- VT
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Total Assets Under Management12,265MILLIONS
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Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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