Christopher Perras, financial advisor Houston TX

Christopher Perras

CRD Number: 2401654
Current Firm: Oak Harvest Investment Services

Christopher Perras (CRD# 2401654) is an Investment Advisor Representative working at Oak Harvest Investment Services in Houston, TX and has over 10 years of experience in the finance industry.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Oak Harvest Investment Services Houston, TX Apr 2018 - Current 5
Self Employed/trader Houston, TX Oct 2017 - Apr 2018 < 1
Mosaic Advisors Houston, TX Apr 2014 - Oct 2017 3
Warrenton Road Partners Houston, TX Sep 2013 - May 2014 < 1
Self Employed/trader Houston, TX Jan 2009 - Apr 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Christopher Perras
Phone Number: 281-822-1350
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    729
    MILLIONS
  • Total Number of Accounts
    817
    ACCOUNTS
  • Average Account Value
    $892,086
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, LA, NC, NH, NY, OH, OK, PA, TN, TX, UT, VA, WA, WI

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