Christopher Carter, financial advisor Sherman Oaks CA

Christopher Carter

CRD Number: 2634517
Current Firm: Navalign, LLC

Christopher Carter (CRD# 2634517) is an Investment Advisor Representative working at Navalign, LLC in Sherman Oaks, CA and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Carter Jacobs, LLC Sherman Oaks, CA Nov 2007 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1996
S65 NASAA Investment Advisors Law Examination Dec 1996
Contact Info for Christopher M. Carter
Phone Number: 818-728-4500
Firm Website: http://navalign.com/
Registered State(s):
  • CA
  • UT
By the Numbers
  • Total Assets Under Management
    356
    MILLIONS
  • Total Number of Accounts
    1,327
    ACCOUNTS
  • Average Account Value
    $268,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, FL, IL, MN, NC, NJ, NV, NY, OR, TX, UT, WA

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