Christopher Charte, financial advisor Lynchburg VA

Christopher Charte

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Christopher J. Charte
Phone Number: 434-515-1517
Registered State(s):
  • NC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    343
    MILLIONS
  • Total Number of Accounts
    1,526
    ACCOUNTS
  • Average Account Value
    $224,468
Compensation Options
  • A percentage of assets under your management
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")
Types of Clients
Registered States

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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