Christopher MarrCRD Number: 3007251
Current Firm: Strategic Advisers, Inc.
Christopher Marr (CRD# 3007251) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Raleigh, NC and has over 19 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Fidelity Brokerage Services||Raleigh, NC||Oct 2012 - Current||4|
|Creative Planning||Raleigh, NC||Apr 2012 - Oct 2012||< 1|
|Fidelity Brokerage Services, Inc.||Cincinnati, OH||Nov 1997 - Apr 2012||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S66||NASAA Uniform Combined State Law Examination||Jan 2001|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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