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 9 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 4
Self Employed 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
Trading Houston, TX Jan 2009 - Apr 2014 5
Bank Of America, N.a. Houston, TX Mar 2013 - Sep 2013 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston, TX Nov 2012 - Sep 2013 < 1
Dg Capital Houston, TX Jun 2002 - Dec 2012 10
Self Houston, TX Jan 2009 - Nov 2012 3
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
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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