Christopher Lightbound, financial advisor Fort Worth TX

Christopher Lightbound

CRD Number: 7421351
Current Firm: Summit Peak Investments, LLC

Christopher Lightbound (CRD# 7421351) is an Investment Advisor Representative working at Summit Peak Investments, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.

Similar Advisors
Jerry Boda, financial advisor Fort Worth TX
Jerry Boda
CRD# 1255317
Osaic Wealth, Inc.
Similar Advisors
Erik Aaker, financial advisor Fort Worth TX
Erik Aaker
CRD# 2754150
Charles Schwab & Company, Inc.
Similar Advisors
Thomas Aarons, financial advisor Fort Worth TX
Thomas J. Aarons
CRD# 5076833
Charles Schwab & Company, Inc.
Company Name Location Dates Years
Summit Peak Investments Fort Worth, TX Oct 2018 - Current 5
Bay Capital Ventures Hong Kong, Mar 2015 - Sep 2018 3
Gavekal Capital Hong Kong, Apr 2005 - Aug 2015 10

Christopher Lightbound has no recent exams reported.
Contact Info for Christopher W. Lightbound
Phone Number: 862-207-1021
Firm Website: https://summitpeak.com/
Registered State(s):
  • TX
Current Firm Details
Summit Peak Investments, LLC
Firm's CRD Number: 310099
By the Numbers
  • Total Assets Under Management
    716
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $25,570,826
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.