Christopher MortimerCRD 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|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|
Total Assets Under Management3MILLIONS
Total Number of Accounts17ACCOUNTS
Average Account Value$193,497
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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
CA, CT, VA
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