Christopher Deshotel (CRD# 5303166) is an Investment Advisor Representative working at Advice And Planning Services in Keller, TX and has over 17 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Keller, TX | Aug 2016 - Current | 7 |
| Tiaa-cref Individual & Institutional Services, LLC | Keller, TX | Aug 2016 - Current | 7 |
| Amerivest Investment Management, LLC | Fort Worth, TX | Jun 2015 - Aug 2016 | 1 |
| Td Ameritrade | Fort Worth, TX | May 2015 - Aug 2016 | 1 |
| Innovative Striping Solutions | Arlington, TX | Jun 2009 - Aug 2016 | 7 |
| J.p. Morgan Securities LLC | Ft. Worth, TX | Oct 2012 - May 2015 | 2 |
| Jp Morgan Chase Bank Na | Fort Worth, TX | Apr 2010 - May 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- TX
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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