Christopher Mortimer, financial advisor Mclean VA
93 score

Christopher Mortimer

CRD Number: 5374562
Current Firm: Vest Financial LLC

Christopher Mortimer (CRD# 5374562) is an Investment Advisor Representative working at Vest Financial LLC in Mclean, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Unemployed Washington, DC Jul 2015 - Jul 2015 < 1
Profunds Bethesda, MD Nov 2011 - Jul 2015 3
Wells Fargo Advisors LLC Bethesda, MD May 2009 - Nov 2011 2
Wachovia Securities Bethesda, MD Sep 2008 - May 2009 < 1
Unemployment Bethesda, MD May 2008 - Sep 2008 < 1
Education Philadelphia, PA Aug 2004 - May 2008 3
Smith Barney Bethesda, MD Jun 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Christopher J. Mortimer
Phone Number: 855-979-6060
Firm Website: http://www.vestfin.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $193,497
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, CT, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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