Christopher Rawson (CRD# 4463905) is an Investment Advisor Representative working at Titleist Asset Management, LLC in San Antonio, TX and has over 22 years of experience in the finance industry. Christopher Rawson 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# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Titleist Asset Management, LLC | Houston, TX | Feb 2023 - Current | 1 |
| Titleist Capital, LLC | Houston, TX | Jul 2017 - Current | 6 |
| Investment Professionals, Inc. | Houston, TX | Oct 2009 - Jul 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2002 |
- TX
-
Total Assets Under Management1,402MILLIONS
-
Total Number of Accounts4,430ACCOUNTS
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Average Account Value$316,433
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MO, NC, NE, NJ, NV, NY, OH, OK, SC, TX
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