Christian BagshawCRD Number: 2016609
Current Firm: Insigneo Advisory Services, LLC
Christian Bagshaw (CRD# 2016609) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 27 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Insigneo Securities, LLC||Miami, FL||Apr 2018 - Current||5|
|Insigneo Advisory Services||Miami, FL||Apr 2018 - Current||5|
|Raymond James & Associates, Inc.||Miami, FL||Sep 2016 - Mar 2018||1|
|Deutsche Bank Securities, Inc.||Miami, FL||Feb 2007 - Sep 2016||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1995|
|S65||NASAA Investment Advisors Law Examination||Apr 1998|
Total Assets Under Management1,939MILLIONS
Total Number of Accounts2,663ACCOUNTS
Average Account Value$728,148
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, IL, MA, NC, NJ, NV, NY, OH, OR, PR, SC, TN, TX, VI, WA, WI, WY
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