Christopher Hart (CRD# 6387467) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Murrieta, CA and has over 9 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2066720
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tc Financial Planning And Wealth Management | Murrieta, CA | Jan 2024 - Current | < 1 |
| Bridge Wealth Financial Partners Inc. | Murrieta, CA | Apr 2020 - Current | 4 |
| E4 Brokerage LLC | Murrieta, CA | Jul 2019 - Current | 4 |
| Raymond James | Murrieta, CA | Jun 2019 - Current | 4 |
| Thrivent Financial | Murrieta, CA | Jul 2019 - Aug 2022 | 3 |
| Thrivent Financial | Temecula, CA | Dec 2014 - Jun 2019 | 4 |
| Thrivent Investment Management Inc. | Temecula, CA | Aug 2014 - Jun 2019 | 4 |
| Jdsu | Milpitas, CA | Aug 2005 - Jul 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- CA
- TX
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Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- 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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