Christopher BougeoklesCRD Number: 5424043
Current Firm: Euro Pacific Capital, Inc.
Christopher Bougeokles (CRD# 5424043) is an Investment Advisor Representative working at Euro Pacific Capital, Inc. in Newport Beach, CA and has over 9 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Euro Pacific Capital, Inc.||Newport Beach, CA||Sep 2007 - Current||9|
|Severson & Werson||Irvine, CA||Sep 2006 - Sep 2007||1|
|Tobin & Lucks||Irvine, CA||Sep 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
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 Management540MILLIONS
Total Number of Accounts2,441ACCOUNTS
Average Account Value$221,062
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV