Christopher CharteCRD Number: 6596190
Current Firm: Selective Wealth Management, Inc.
Christopher Charte (CRD# 6596190) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Lynchburg, VA and has over 4 years of experience in the finance industry. Christopher Charte 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.
Hsc Wealth Advisors
Davenport & Company LLC
|Selective Wealth Management||Lynchburg, VA||Oct 2020 - Current||1|
|The Vanguard Group, Inc.||Charlotte, NC||Jul 2017 - Oct 2020||3|
|Barrett-johnson & Associates||Charlottesville, VA||Dec 2015 - Apr 2017||1|
|Mabry Auto Group||Lynchburg, VA||May 2015 - Dec 2015||< 1|
|Virginia Eagle Distribution||Lynchburg, VA||Jul 2014 - May 2015||< 1|
|Liberty University||Lynchburg, VA||Aug 2012 - May 2015||2|
|Foodlion||Madison Heights, VA||Oct 2011 - Jul 2014||2|
|Benchmark Systems||Lynchburg, VA||Sep 2013 - Dec 2013||< 1|
|Central Virginia Community College||Lynchburg, VA||Aug 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2017|
|S65||NASAA Investment Advisors Law Examination||Aug 2018|
Total Assets Under Management343MILLIONS
Total Number of Accounts1,526ACCOUNTS
Average Account Value$224,468
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AL, AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WV
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