Christopher Faris (CRD# 1918608) is an Investment Advisor Representative working at Avantax Advisory Services in Costa Mesa, CA and has over 32 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tmg Realty | Costa Mesa, CA | Feb 2016 - Current | 8 |
| Christopher Faris, Independent Insurance Agent | Costa Mesa, CA | Mar 2012 - Current | 12 |
| Avantax Advisory Services | Costa Mesa, CA | Nov 1993 - Current | 30 |
| Avantax Investment Services, Inc. | Costa Mesa, CA | Mar 1992 - Current | 32 |
| Avantax Insurance Agency, LLC | Costa Mesa, CA | Mar 1992 - Current | 32 |
| John C Faris | Costa Mesa, CA | Nov 1989 - Current | 34 |
| Edelweiss Haus Hoa Board Of Directors | Park City, UT | Oct 2016 - Nov 2022 | 6 |
| Hd Vest Insurance Services | Irving, TX | Oct 1992 - May 2019 | 26 |
| Tri Crown Financial Solutions | Santa Ana, CA | Feb 2015 - Jan 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
- CA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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