Christopher Halford (CRD# 2599822) is an Investment Advisor Representative working at Fiduciary Trust Private Wealth Counsel LLC in Kansas City, KS and has over 26 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 1380183
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fiduciary Trust Private Wealth Counsel LLC | Kansas City, KS | Nov 2021 - Current | 2 |
| Fiduciary Trust Private Wealth Counsel | The Villages, FL | Nov 2021 - Current | 2 |
| Virtue Financial Advisors | Kansas City, KS | Sep 2019 - Current | 4 |
| Security Investment Company Of Kansas City | Kansas City, MO | Jan 1995 - Current | 29 |
| Self-employed | Kansas City, MO | Jan 1994 - Current | 30 |
| Unemployed | Olathe, KS | Apr 2019 - Sep 2019 | < 1 |
| Service Corporation International | Kansas City, KS | May 2017 - Apr 2019 | 1 |
| Ricoh | Lenexa, KS | Nov 2016 - May 2017 | < 1 |
| Generation Technologies | Overland Park, KS | Sep 2012 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- KS
- MO
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$178,108
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, KS, MO, TX
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