Christopher Neill, financial advisor Lake Oswego OR

Christopher Neill

CRD Number: 4943985
Current Firm: Aptus Capital Advisors, LLC

Christopher Neill (CRD# 4943985) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Lake Oswego, OR and has over 10 years of experience in the finance industry.

Similar Advisors
Brian Nelson, financial advisor Lake Oswego OR
Brian R. Nelson
CRD# 2543552
Wells Fargo Clearing Services, LLC
Similar Advisors
Jeffrey Gale, financial advisor Lake Oswego OR
Jeffrey J. Gale
CRD# 6664715
Willamette Financial Advisors, LLC
Similar Advisors
Jason Tafoya, financial advisor Lake Oswego OR
Jason L. Tafoya
CRD# 5807693
The H Group Washington, Inc.
Company Name Location Dates Years
Quasar Distributors, LLC Lake Oswego, OR Apr 2022 - Current < 1
Aptus Capital Advisors, LLC Lake Oswego, OR Jan 2022 - Current < 1
Unemployed Lake Oswego, OR Sep 2021 - Jan 2022 < 1
Jensen Investment Management Lake Oswego, OR Jul 2018 - Sep 2021 3
Quasar Distributors, LLC Milwaukee, WI Sep 2011 - Sep 2021 10
Thomas White International Chicago, IL Nov 2010 - Jul 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
Contact Info for Christopher G. Neill
Phone Number: 251-517-7198
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    3,969
    MILLIONS
  • Total Number of Accounts
    5,688
    ACCOUNTS
  • Average Account Value
    $697,870
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.