Christopher Drake (CRD# 6369636) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 8 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning, LLC | La Mesa, CA | Dec 2021 - Current | 2 |
| Reilly Financial Advisors, LLC | La Mesa, CA | Jun 2019 - Dec 2021 | 2 |
| Bank Of America, N.a. | Rancho Santa Fe, CA | Jul 2017 - Jun 2019 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rancho Santa Fe, CA | Apr 2017 - Jun 2019 | 2 |
| Unionbanc Investment Services | La Jolla, CA | Feb 2017 - Apr 2017 | < 1 |
| Mufg Union Bank | La Jolla, CA | Jan 2017 - Apr 2017 | < 1 |
| Jp Morgan Chase | San Diego, CA | Feb 2016 - Dec 2016 | < 1 |
| J.p. Morgan Securities LLC | San Diego, CA | Feb 2016 - Dec 2016 | < 1 |
| Red Bull | Santa Monica, CA | Sep 2015 - Jan 2016 | < 1 |
| Raymond James Financial Services, Inc. | San Marcos, CA | Feb 2015 - Sep 2015 | < 1 |
| University Of California San Diego | La Jolla, CA | Sep 2012 - Mar 2015 | 2 |
| Raymond James Financial Services, Inc. | San Marcos, CA | Jul 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- CA
- TX
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Total Assets Under Management175,272MILLIONS
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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