Christopher Burch, financial advisor Fort Myers FL
93 score

Christopher Burch

CRD Number: 6001878
Current Firm: Grace Capital Management, LLC

Christopher Burch (CRD# 6001878) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Grace Capital Management, LLC Fort Myers, FL Jun 2016 - Current 2
Massachusetts Mutual Life Insurance Co Fort Lauderdale, FL Nov 2015 - Current 2
Welcome Home Florida Cape Coral, FL Jul 2015 - Current 2
Mml Investors Services, LLC Fort Lauderdale, FL Mar 2016 - Jun 2016 < 1
Diprima Financial Group Fort Myers, FL Apr 2012 - Jan 2016 3
Allstate Insurance Co Fort Myers, FL Sep 2012 - Oct 2015 3
Securian Financial Services Inc. St. Paul, MN Feb 2012 - Apr 2012 < 1
Minnesota Life St. Paul, MN Feb 2012 - Apr 2012 < 1
Securian Financial Services Inc. St. Paul, ME Nov 2011 - Apr 2012 < 1
Omni Financial Services Inc. Fort Myers, FL Nov 2011 - Apr 2012 < 1
Omni Resource Group Of Sw Florida Fort Myers, FL Nov 2011 - Apr 2012 < 1
The Continuing Education Academy Fort Myers, FL Nov 2011 - Apr 2012 < 1
Omni Payroll Solutions Fort Myers, FL Nov 2011 - Apr 2012 < 1
Us Health Brokerage Ft Myers, FL Jun 2008 - Oct 2011 3
Burch Insurance Agency Solon, OH Jan 1993 - May 2008 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Christopher W. Burch
Phone Number: 239-481-5550
Firm Website: http://www.gracecmg.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    30
    MILLIONS
  • Total Number of Accounts
    312
    ACCOUNTS
  • Average Account Value
    $97,655
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL

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

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