Christopher Ferrer (CRD# 7720775) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Pompano Beach, FL and has 1 year of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Planning Services, Inc. | Pompano Beach, FL | Jan 2024 - Current | < 1 |
| Integrated Financial Strategies, LLC | Pompano Beach, FL | Aug 2021 - Current | 2 |
| City Of Pompano Beach Fire Rescue | Pompano Beach, FL | Sep 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- FL
- NC
-
Total Assets Under Management398MILLIONS
-
Total Number of Accounts1,297ACCOUNTS
-
Average Account Value$306,594
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, LA, NC, NH, NJ, NY, SC, TX
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