Christopher Faris, financial advisor Costa Mesa CA
93 score

Christopher Faris

CRD Number: 1918608
Current Firm: H.d. Vest Advisory Services, Inc.

Christopher Faris (CRD# 1918608) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Costa Mesa, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Tmg Realty Costa Mesa, CA Feb 2016 - Current < 1
Christopher Faris, Independent Insurance Agent Costa Mesa, CA Mar 2012 - Current 4
H.d. Vest Advisory Services Huntington Beach, CA Nov 1993 - Current 23
Hd Vest Insurance Services Irving, TX Oct 1992 - Current 24
H.d. Vest Investment Services Costa Mesa, CA Mar 1992 - Current 24
John C Faris Costa Mesa, CA Nov 1989 - Current 27
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
Contact Info for Christopher J. Faris
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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