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.
CRD# 2405340
Ascent Capital
CRD# 6255154
Axia Wealth Management Inc.
CRD# 4771734
Raymond James & Associates, Inc.
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 |
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Total Assets Under Management179MILLIONS
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Total Number of Accounts180ACCOUNTS
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Average Account Value$992,282
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, OR
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