Christopher SoukupCRD Number: 5414513
Current Firm: Strategic Advisers, Inc.
Christopher Soukup (CRD# 5414513) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Palm Desert, CA and has over 10 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
First Heartland Consultants, Inc.
|Fidelity Brokerage Services LLC||Mission Viejo, CA||Apr 2016 - Current||1|
|Td Ameritrade||Rancho Cucamonga, CA||May 2011 - Apr 2016||4|
|Crossmark||Plano, TX||Oct 2009 - Jun 2013||3|
|Wells Fargo Advisors, LLC||Upland, CA||Jan 2011 - May 2011||< 1|
|Wells Fargo Bank||Upland, CA||Apr 2010 - May 2011||1|
|Wells Fargo Investments, LLC||Upland, CA||Apr 2010 - Jan 2011||< 1|
|Mml Investors Services Inc.||Ontario, CA||May 2008 - Apr 2010||1|
|Mass Mutual||Ontario, CA||Apr 2008 - Apr 2010||2|
|Aig Financial Advisors||Ontario, CA||Aug 2007 - Apr 2008||< 1|
|Independent Capital Management||Ontario, CA||Aug 2007 - Apr 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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)
- 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, VT, WA, WI, WV, WY