Cbl Wealth Management

Cbl Wealth Management (CRD# 289564) is a financial advisory firm headquartered in Apple Valley, CA. They manage $24,357,849 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
18564 Us Highway 18 Suite 205, Unit B1, Apple Valley, CA 92307
http://cblwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $187,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cbl Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Christopher Lindsay, financial advisor Hesperia CA
Christopher B. Lindsay
CRD#: 5014987
Hesperia, CA

Christopher Lindsay (CRD# 5014987) is an Investment Advisor Representative working at Cbl Wealth Management in Hesperia, CA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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