Cristopher Borden (CRD# 4781274) is an Investment Advisor Representative working at Kobo Wealth Conservancy in Honolulu, HI and has over 17 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kobo Retirement Strategies | Pasadena, CA | Jan 2017 - Current | 7 |
| Sfg Retirement Plan Consulting, LLC | Pasadena, CA | Apr 2016 - Current | 8 |
| Daniel Investment Associates, LLC | Santa Barbara, CA | Aug 2015 - Current | 8 |
| Kobo Wealth Conservancy, LLC | Honolulu, HI | Apr 2007 - Current | 17 |
| Fiduciary Investment Council, LLC | Santa Barbara, CA | Aug 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2006 |
- HI
- IL
-
Total Assets Under Management137MILLIONS
-
Total Number of Accounts273ACCOUNTS
-
Average Account Value$501,509
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, HI, IL, TX
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