Christopher Bekel (CRD# 6160590) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 11 years of experience in the finance industry. Christopher Bekel 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.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wingate Wealth Advisors, Inc. | Lexington, MA | Sep 2017 - Current | 6 |
| East Coast Asset Management LLC | Essex, MA | May 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- MA
-
Total Assets Under Management1,214MILLIONS
-
Total Number of Accounts2,810ACCOUNTS
-
Average Account Value$432,014
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, MA, ME, NC, NH, NY, PA, RI, TX, VT
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