Christian AmsberryCRD Number: 5350623
Current Firm: Lincoln Financial Advisors Corporation
Christian Amsberry (CRD# 5350623) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Walnut Creek, CA and has over 14 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Lowery Thomas, LLC
|Lincoln Financial Advisors Corporation||San Francisco, CA||May 2015 - Current||7|
|Bellwether Capital Management LLC||San Francisco, CA||Feb 2012 - May 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
|S63||Uniform Securities State Law Examination||Jun 2015|
Total Assets Under Management36,787MILLIONS
Total Number of Accounts111,465ACCOUNTS
Average Account Value$330,036
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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