Christopher SchreinerCRD Number: 3154419
Current Firm: Mason Investment Advisory Services Inc.
Christopher Schreiner (CRD# 3154419) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 19 years of experience in the finance industry. Christopher Schreiner 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.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Mason Securities, Inc.||Reston, VA||Feb 2000 - Current||18|
|Mason Investment Advisory Svcs||Reston, VA||Feb 2000 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2001|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
Total Assets Under Management5,751MILLIONS
Total Number of Accounts1,105ACCOUNTS
Average Account Value$5,204,832
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TX, UT, VA, VT, WI