Christian Theurer (CRD# 4208333) is an Investment Advisor Representative working at Davenport & Company LLC in Virginia Beach, VA and has over 4 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Davenport & Company LLC | Richmond, VA | Aug 2021 - Current | 2 |
| Truist Investment Services, Inc. | Virginia Beach, VA | Feb 2021 - Aug 2021 | < 1 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Aug 2021 | < 1 |
| Bb&t Securities, LLC | Virginia Beach, VA | Apr 2019 - Aug 2021 | 2 |
| Wilbanks, Smith & Thomas Asset Management, LLC | Norfolk, VA | Mar 2017 - Feb 2019 | 1 |
| Capital Group | Virginia Beach, VA | Mar 2016 - Mar 2017 | 1 |
| Self Employed | Virigina Beach, VA | Feb 2015 - Mar 2016 | 1 |
| Bb&t Securities, LLC | Virginia Beach, VA | Jan 2013 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- VA
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Total Assets Under Management19,333MILLIONS
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Total Number of Accounts20,878ACCOUNTS
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Average Account Value$925,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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