Christoper SteeleCRD Number: 3178381
Current Firm: Professional Advisory Services Inc.
Christoper Steele (CRD# 3178381) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 18 years of experience in the finance industry. Christoper Steele 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.
Latitude Advisors, LLC
Royal Alliance Associates, Inc.
Latitude Advisors, LLC
|Royal Alliance Associates||Boca Raton, FL||Jan 2007 - Current||10|
|Baron Silver Stevens Financial Advisors LLC||Boca Raton, FL||Jan 2007 - Current||10|
|Lpl Financial Services||Melbourne, FL||May 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S65||NASAA Investment Advisors Law Examination||Mar 1999|
Total Assets Under Management731MILLIONS
Total Number of Accounts810ACCOUNTS
Average Account Value$902,311
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, GA, MT, NC, NJ, NY, PA, TX
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