Christopher Hitzman (CRD# 4288522) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Mandeville, LA and has over 22 years of experience in the finance industry.
CRD# 4945227
Second Line Capital, LLC
CRD# 5987927
Osaic Wealth, Inc.
CRD# 2798030
Wealthharbor Capital Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truwealth Advisors, LLC | Mandeville, LA | Jul 2020 - Current | 3 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2020 - Feb 2024 | 3 |
| Ameriprise Financial Services, Inc. | Mandeville, LA | Jan 2014 - Jul 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- TX
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Total Assets Under Management2,106MILLIONS
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Total Number of Accounts6,613ACCOUNTS
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Average Account Value$318,493
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, FL, GA, IN, KS, KY, LA, MA, MI, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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