Christopher Cristallo (CRD# 6649156) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Marietta, GA and has over 7 years of experience in the finance industry. Christopher Cristallo 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# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beam Wealth Advisors, Inc. | Marietta, GA | Feb 2024 - Current | < 1 |
| Benedetti, Gucer & Associates | Dunwoody, GA | Nov 2019 - Current | 4 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jul 2017 - Nov 2019 | 2 |
| Alliant Insurance Services | Alpharetta, GA | Apr 2016 - Nov 2019 | 3 |
| Lpl Financial, LLC | Alpharetta, GA | May 2016 - Jul 2017 | 1 |
| Cozen Oconnor | Atlanta, GA | Jun 2014 - Apr 2016 | 1 |
| Frommer Lawrence And Haug | New York, NY | May 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2017 |
- GA
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Total Assets Under Management577MILLIONS
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Total Number of Accounts2,656ACCOUNTS
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Average Account Value$217,409
- A percentage of assets under your management
- Hourly charges
- 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)
- Market timing services
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, MD, ME, MO, MS, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WY
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