Christopher Schlatter (CRD# 5902531) is an Investment Advisor Representative working at True Capital Management in San Francisco, CA and has over 5 years of experience in the finance industry.
CRD# 4512665
Blossom Wealth Management, LLC
Score
108
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
CRD# 4105009
Lowery Thomas, LLC
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| True Capital | San Francisco, CA | Apr 2015 - Current | 2 |
| Lincoln Financial Advisors | El Segundo, CA | May 2011 - Apr 2015 | 3 |
| Unemployed | Lafayette, CA | May 2010 - May 2011 | 1 |
| Shiga Lakestars | Otsu, | May 2009 - May 2010 | 1 |
| Enbw Ludwigsburg | Ludwigsburg, | Oct 2008 - May 2009 | < 1 |
| Mega Vizura | Belgrade, | Aug 2008 - Oct 2008 | < 1 |
| Unemployed | Lafayette, CA | May 2007 - Aug 2008 | 1 |
| Breitengussbach | Breitengussbach, | Oct 2006 - May 2007 | < 1 |
| Unemployed | Lafayette, CA | Dec 2005 - Oct 2006 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- CA
-
Total Assets Under Management672MILLIONS
-
Total Number of Accounts269ACCOUNTS
-
Average Account Value$2,496,371
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, ID, IL, MD, MI, NC, NJ, NV, NY, OH, PA, TN, TX, VA, WA, WI
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