Christopher Dame (CRD# 4326978) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 13 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | St George, UT | Apr 2021 - Current | 3 |
| Private Advisor Group, LLC | St George, UT | Apr 2021 - Current | 3 |
| Royal Alliance Associates, Inc. | St George, UT | Nov 2018 - Apr 2021 | 2 |
| Sii | Walnut Creek, CA | May 2017 - Nov 2018 | 1 |
| Cuso Financial Services, LP | San Diego, CA | May 2016 - May 2017 | 1 |
| Fidelity Investments | Salt Lake City, UT | Dec 2010 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- UT
-
Total Assets Under Management31,536MILLIONS
-
Total Number of Accounts122,156ACCOUNTS
-
Average Account Value$258,160
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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