Christopher Villegas, financial advisor Fort Collins CO

Christopher Villegas

CRD Number: 5323278
Current Firm: United Capital Financial Advisors

Christopher Villegas (CRD# 5323278) is an Investment Advisor Representative working at United Capital Financial Advisors in Fort Collins, CO and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
United Capital Financial Advisors, LLC Irving, TX Jul 2017 - Current 6
Not Employed Fort Collins, CO Sep 2015 - Jul 2017 1
United Capital Financial Advisers, LLC Albuquerque, NM May 2011 - Sep 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Christopher Villegas
Phone Number: 972-822-2055
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    17,693
    MILLIONS
  • Total Number of Accounts
    49,991
    ACCOUNTS
  • Average Account Value
    $353,931
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
  • 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, VI, VT, WA, WI, WV, WY

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