Christopher Bourgeois (CRD# 4482035) is an Investment Advisor Representative working at World Equity Group, Inc. in Houston, TX and has over 22 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| World Equity Group | Houston, TX | Jan 2017 - Current | 7 |
| Woodforest Financial Services, Inc. | The Woodlands, TX | Oct 2014 - Oct 2016 | 2 |
| Raymond James Financial Services, Inc. | Houston, TX | Jul 2014 - Oct 2016 | 2 |
| Raymond James Financial Services Advisors Inc. | The Woodlands, TX | Jul 2014 - Oct 2016 | 2 |
| Woodforest National Bank | The Woodlands, TX | Jul 2014 - Oct 2016 | 2 |
| Highpoint Financial Group | The Woodlands, TX | Apr 2014 - Jul 2014 | < 1 |
| Questar Asset Management | Minneapolis, MN | Mar 2012 - Jun 2014 | 2 |
| Questar Capital | Minneapolis, MN | Mar 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2003 |
- AZ
- AR
- FL
- LA
- ME
- MA
- MS
- NC
- SC
- TX
- WA
- WI
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Total Assets Under Management859MILLIONS
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Total Number of Accounts3,103ACCOUNTS
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Average Account Value$276,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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