Christopher Burch, financial advisor Fort Myers FL
90 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 5 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 1
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
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Christopher W. Burch
Phone Number: 239-481-5550
Firm Website:
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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