Christopher Carelock (CRD# 6092189) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Orlando, FL and has over 5 years of experience in the finance industry.
CRD# 4564502
Ameriprise Financial Services, Inc.
Score
101
CRD# 1014305
American Financial Advisors Inc.
Score
101
CRD# 5315390
Retirement Wealth Advisors, Inc.
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valic Financial Advisors, Inc. | Orlando, FL | Aug 2013 - Current | 4 |
| Securian Financial Services Inc. | St. Paul, MN | Dec 2012 - Jun 2013 | < 1 |
| Minnesota Life | St. Paul, MN | Dec 2012 - Jun 2013 | < 1 |
| Evershore Financial Group | Orlando, FL | Dec 2012 - Jun 2013 | < 1 |
| Continuing Education | Orlando, FL | Oct 2012 - Dec 2012 | < 1 |
| Edward Jones | St Louis, MO | Jul 2012 - Oct 2012 | < 1 |
| Citizens Bank | Malden, MA | Jul 2011 - Jul 2012 | 1 |
| Kelly Services | Lake Mary, FL | Feb 2010 - May 2011 | 1 |
| Dunkin Donuts | Methuen, MA | Dec 2010 - Apr 2011 | < 1 |
| Discovery Cove | Orlando, FL | Aug 2010 - Sep 2010 | < 1 |
| Unemployed | Kissimmee, FL | Feb 2009 - Feb 2010 | 1 |
| Travanna Management | St. Cloud, FL | Jun 2004 - Jan 2009 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- FL
-
Total Assets Under Management22,665MILLIONS
-
Total Number of Accounts866,312ACCOUNTS
-
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.