Christopher Neill (CRD# 4943985) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Lake Oswego, OR and has over 12 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
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 | 2 |
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 |
- AL
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Total Assets Under Management4,249MILLIONS
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Total Number of Accounts8,824ACCOUNTS
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Average Account Value$481,552
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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