Christopher IrvinCRD Number: 1817918
Current Firm: Western International Securities
Christopher Irvin (CRD# 1817918) is an Investment Advisor Representative working at Western International Securities in Santa Rosa, CA and has over 28 years of experience in the finance industry.
Sherwood Investment Management
Jacobson & Breen Wealth Management, LLC
Albright Investment Management LLC
|Western International Securities||Pasadena, CA||Nov 2013 - Current||4|
|Gbs Financial Corp||Santa Rosa, CA||Nov 2010 - Current||7|
|Self Employed||Petaluma, CA||Apr 1989 - Current||28|
|Ubs Financial Services Inc.||Sonoma, CA||Aug 2006 - Oct 2010||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1990|
|S65||NASAA Investment Advisors Law Examination||Sep 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management971MILLIONS
Total Number of Accounts5,000ACCOUNTS
Average Account Value$194,147
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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