Christopher Cahill, financial advisor Concord MA

Christopher Cahill

CRD Number: 4267594
Current Firm: Twelve Points Wealth Management

Christopher Cahill (CRD# 4267594) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has over 19 years of experience in the finance industry. Christopher Cahill 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
Twelve Points Wealth Management Concord, MA Jan 2016 - Current 5
Shepherd Kaplan LLC Boston, MA Jun 2009 - Jan 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Christopher A. Cahill
Phone Number: 978-318-9500
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    468
    MILLIONS
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $700,993
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
  • 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
Types of Clients
Registered States

CT, FL, MA, MD, NH, TX

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