Christopher BourgeoisCRD Number: 4482035
Current Firm: World Equity Group, Inc.
Christopher Bourgeois (CRD# 4482035) is an Investment Advisor Representative working at World Equity Group, Inc. in Houston, TX and has over 16 years of experience in the finance industry.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|World Equity Group||Houston, TX||Jan 2017 - Current||1|
|Woodforest Financial Services, Inc.||The Woodlands, TX||Oct 2014 - Oct 2016||2|
|Raymond James Financial Services, Inc.||Houston, TX||Jul 2014 - Oct 2016||2|
|Woodforest National Bank||The Woodlands, TX||Jul 2014 - Oct 2016||2|
|Raymond James Financial Services Advisors Inc.||The Woodlands, TX||Jul 2014 - Oct 2016||2|
|Highpoint Financial Group||The Woodlands, TX||Apr 2014 - Jul 2014||< 1|
|Questar Asset Management||Minneapolis, MN||Mar 2012 - Jun 2014||2|
|Questar Capital||Minneapolis, MN||Mar 2012 - Jun 2014||2|
|Securian Financial Services, Inc.||St. Paul, MN||Dec 2001 - Mar 2012||10|
|Img Financial Group||Houston, TX||Dec 2001 - Mar 2012||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
|S65||NASAA Investment Advisors Law Examination||Feb 2003|
Total Assets Under Management608MILLIONS
Total Number of Accounts1,700ACCOUNTS
Average Account Value$357,911
- 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
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.