Chris Dudley, financial advisor Sisters OR

Chris Dudley

CRD Number: 5117664
Current Firm: Filigree Wealth Advisors, LLC

Chris Dudley (CRD# 5117664) is an Investment Advisor Representative working at Filigree Wealth Advisors, LLC in Sisters, OR and has 1 year of experience in the finance industry. Chris Dudley 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.

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Professional Designations
Company Name Location Dates Years
Filigree Wealth Advisors, LLC Irvine, CA Mar 2022 - Current 2
Dudley Foundation Portland, OR Jan 1994 - Current 30
Congress Wealth Management, LLC Costa Mesa, CA Sep 2020 - May 2022 1
Congress Wealth Management, LLC Rancho Santa Fe, CA Jul 2019 - Sep 2020 1
Boston Private Wealth LLC Beverly Hills, CA Jan 2016 - Jul 2019 3
Filigree Advisors Lake Oswego, OR Oct 2008 - Jan 2016 7

Chris Dudley has no recent exams reported.
Contact Info for Chris G. Dudley
Phone Number: 949-989-2527
Registered State(s):
By the Numbers
  • Total Assets Under Management
    179
    MILLIONS
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $992,282
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, OR

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