Christopher Mortimer, financial advisor Mclean VA

Christopher Mortimer

CRD Number: 5374562
Current Firm: Cboe Vest Financial LLC

Christopher Mortimer (CRD# 5374562) is an Investment Advisor Representative working at Cboe Vest Financial LLC in Mclean, VA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
First Dominion Capital Corp. Richmond, VA Sep 2016 - Current 4
Vest Financial LLC Mclean, VA Jul 2015 - Current 5
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
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.cboevest.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,114
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $79,566,449
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

VA

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