Christopher KrellCRD Number: 3035634
Current Firm: Cassaday & Co Inc.
Christopher Krell (CRD# 3035634) is an Investment Advisor Representative working at Cassaday & Co Inc. in Mclean, VA and has over 18 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Virginia Poly & State University||Blacksburg, VA||Dec 1997 - Current||19|
|Royal Alliance Associates, Inc.||Mclean, VA||Mar 1997 - Current||20|
|#ia Cassaday & Company, Inc.||Mclean, VA||Mar 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 1998|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management1,562MILLIONS
Total Number of Accounts4,144ACCOUNTS
Average Account Value$376,811
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, DC, DE, FL, GA, IL, MA, MD, MN, NC, NJ, NY, OR, PA, SC, TN, TX, VA, WV