Christopher Whitaker, financial advisor Irvine CA

Christopher Whitaker

CRD Number: 6620402
Current Firm: Apriem Advisors

Christopher Whitaker (CRD# 6620402) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has 1 year of experience in the finance industry. Christopher Whitaker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Apriem Advisors Irvine, CA Feb 2017 - Current 5
Solutions Financial Orange, CA Jul 2015 - Current 7
Copenbarger Corporation Newport Beach, CA Feb 2015 - Feb 2017 2
Arbor Pharmaceuticals Atlanta, GA Oct 2013 - Jan 2015 1
Global Cti Group Irvine, CA Sep 2012 - Oct 2013 1
Point Loma Nazarene University San Diego, CA Aug 2009 - May 2013 3

Christopher Whitaker has no recent exams reported.
Contact Info for Christopher A. Whitaker
Phone Number: (949) 253-8888
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,008
    MILLIONS
  • Total Number of Accounts
    2,340
    ACCOUNTS
  • Average Account Value
    $430,721
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, FL, HI, ID, MD, NH, NV, OR, PA, TX, WA

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