Christopher VassalloCRD Number: 6125551
Current Firm: Rtd Financial Advisors Inc.
Christopher Vassallo (CRD# 6125551) is an Investment Advisor Representative working at Rtd Financial Advisors Inc. in Philadelphia, PA and has 1 year of experience in the finance industry. Christopher Vassallo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Rtd Financial Advisors||Philadelphia, PA||Jun 2010 - Current||7|
|Student||Philadelphia, PA||Sep 2002 - Jun 2010||7|
Total Assets Under Management980MILLIONS
Total Number of Accounts470ACCOUNTS
Average Account Value$2,084,979
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, DE, FL, GA, LA, MD, NC, NJ, NY, PA, RI, SC, TX, VA, VT
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