Christopher Teofilak (CRD# 5042836) is an Investment Advisor Representative working at Clear Wealth Management in Lynnwood, WA and has over 17 years of experience in the finance industry. Christopher Teofilak 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# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clear Wealth Management, LLC | Lynnwood, WA | Jul 2017 - Current | 6 |
| Northwest Asset Management | Mercer Island, WA | Sep 2015 - Oct 2017 | 2 |
| Index Fund Wealth Management, LLC | Lynnwood, WA | Apr 2017 - Jul 2017 | < 1 |
| Strategic Advisers, Inc. | Seattle, WA | Aug 2010 - Oct 2015 | 5 |
| Fidelity Brokerage Services LLC | Jacksonville, FL | Sep 2006 - Sep 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- NY
- TX
- WA
-
Total Assets Under Management77MILLIONS
-
Total Number of Accounts348ACCOUNTS
-
Average Account Value$221,695
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NY, TX, WA
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