Chris Massenburg (CRD# 5787134) is an Investment Advisor Representative working at Openair Financial, LLC in Dallas, TX and has over 12 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Openair Financial, LLC | Rockwall, TX | May 2019 - Current | 4 |
| Openair Advisory, LLC | Rockwall, TX | May 2019 - Current | 4 |
| Lake Point Wealth Management, LLC | Heath, TX | Jun 2015 - May 2019 | 3 |
| Lake Point Advisory Group, LLC | Rockwall, TX | May 2014 - May 2019 | 5 |
| Riddle Brother's Roofing And Construction | Rowlett, TX | Apr 2015 - Dec 2016 | 1 |
| J.p. Morgan Securities, LLC | Plano, TX | Oct 2012 - Jun 2014 | 1 |
| J.p. Morgan Securities LLC | Plano, TX | May 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- TX
-
Total Assets Under Management175MILLIONS
-
Total Number of Accounts793ACCOUNTS
-
Average Account Value$220,681
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
TX, UT
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