Christopher Markos, financial advisor Waterville ME
96 score

Christopher Markos

CRD Number: 5523951
Current Firm: Cetera Advisors LLC

Christopher Markos (CRD# 5523951) is an Investment Advisor Representative working at Cetera Advisors LLC in Waterville, ME and has over 9 years of experience in the finance industry. Christopher Markos 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.

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Professional Designations
Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Oct 2016 - Current 1
Choice Investments Waterville, ME Jan 2013 - Current 5
Rotary Club Of Gardiner Me Gardiner, ME Jul 2012 - Current 5
Investors Capital Corporation Lynnfield, MA Sep 2013 - Oct 2016 3
Cetera Investment Services St. Cloud, MN Nov 2011 - Sep 2013 1
The Bank Of Maine Gardiner, ME Apr 2008 - Sep 2013 5
Sorrento Pacific Financial, LLC San Diego, CA Apr 2008 - Nov 2011 3
Hannaford Bros Co Scarborough, ME Apr 2007 - Apr 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Christopher A. Markos
Phone Number: 800-929-3485
Registered State(s):
  • ME
  • TX
By the Numbers
  • Total Assets Under Management
    10,963
    MILLIONS
  • Total Number of Accounts
    51,290
    ACCOUNTS
  • Average Account Value
    $213,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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