Christopher Bateman (CRD# 6501221) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Idaho Falls, ID and has over 8 years of experience in the finance industry.
CRD# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 5727397
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concourse Financial Group Securities Inc. | Idaho Falls, ID | Apr 2017 - Current | 7 |
| (dba) Time Value Investments | Idaho Falls, ID | Mar 2017 - Current | 7 |
| Waddell & Reed | Seattle, WA | Jul 2015 - Mar 2017 | 1 |
| Penn Mutual Life Insurance Co | Bellevue, WA | Jun 2015 - Jul 2015 | < 1 |
| Hornor Townsend & Kent | Horsham, PA | Jun 2015 - Jul 2015 | < 1 |
| Pacific Capital Resource Group | Seattle, WA | Jun 2015 - Jul 2015 | < 1 |
| Unemployed | Seattle, WA | Jan 2015 - Jun 2015 | < 1 |
| Pierce County Prosecutors Office | Tacoma, WA | Jun 2012 - Dec 2014 | 2 |
| Seattle University School Of Law | Seattle, WA | Aug 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- ID
- WA
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Total Assets Under Management4,373MILLIONS
-
Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- 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, VI, VT, WA, WI, WV
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