Christopher Bales, financial advisor Chattanooga TN
84 score

Christopher Bales

CRD Number: 5918445
Current Firm: Bridgeworks Asset Management, LLC

Christopher Bales (CRD# 5918445) is an Investment Advisor Representative working at Bridgeworks Asset Management, LLC in Chattanooga, TN and has over 6 years of experience in the finance industry. Christopher Bales has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bridgeworks Asset Management, LLC Chattanooga, TN Oct 2017 - Current < 1
Bridgeworks Divorce Planning, LLC Chattanooga, TN Aug 2016 - Current 1
Lpl Financial, LLC Chattanooga, TN Aug 2016 - Current 1
Tennessee Valley Asset Management Partners, LLC Chattanooga, TN Aug 2016 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jul 2016 1
Morgan Stanley Smith Barney LLC Chattanooga, TN Dec 2012 - Jul 2016 3
Bank Of America, N.a. Chattanooga, TN Jul 2011 - Dec 2012 1
Merrill Lynch Chattanooga, TN Apr 2011 - Jul 2011 < 1
Fsmatting LLC Chattanooga, TN Oct 2000 - Apr 2011 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Christopher G. Bales
Phone Number: 423-680-6288
Firm Website: https://www.bdwam.com/
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $109,761
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

TN

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BADGES
84

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