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 26 years of experience in the finance industry.

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Company Name Location Dates Years
Edelweiss Haus Hoa Board Of Directors Park City, UT Oct 2016 - Current 1
Tmg Realty Costa Mesa, CA Feb 2016 - Current 2
Christopher Faris, Independent Insurance Agent Costa Mesa, CA Mar 2012 - Current 6
H.d. Vest Advisory Services Huntington Beach, CA Nov 1993 - Current 24
Hd Vest Insurance Services Irving, TX Oct 1992 - Current 25
H.d. Vest Investment Services Costa Mesa, CA Mar 1992 - Current 26
John C Faris Costa Mesa, CA Nov 1989 - Current 28
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: 972-870-6135
Firm Website: https://www.hdvest.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    12,278
    MILLIONS
  • Total Number of Accounts
    56,222
    ACCOUNTS
  • Average Account Value
    $218,381
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)
  • Educational seminars/workshops
  • Other
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, WY

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

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