Christopher CarrilloCRD Number: 6124871
Current Firm: Prosperity Wealth Management, Inc.
Christopher Carrillo (CRD# 6124871) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Wildwood, MO and has over 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Prosperity Wealth Management, Inc.||San Ramon, CA||Feb 2018 - Current||< 1|
|Countertop Total Transformation||Wildwood, MO||Dec 2011 - Current||6|
|Sii||Overland Park, KS||Nov 2017 - Feb 2018||< 1|
|National Planning Corporation||Wildwood, MO||Dec 2015 - Nov 2017||1|
|Mml Investors Services||Chesterfield, MO||Oct 2012 - Dec 2015||3|
|Massmutual Financial Group||Chesterfield, MO||Oct 2012 - Dec 2015||3|
|Self Employed - Investor||Wildwood, MO||Dec 2010 - Dec 2011||1|
|Agostinos||Chesterfield, MO||Sep 2009 - Dec 2010||1|
|Loyola University Chicago||Chicago, IL||Aug 2005 - May 2010||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Dec 2013|
Total Assets Under Management40MILLIONS
Total Number of Accounts200ACCOUNTS
Average Account Value$200,000
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, GA, IA, IL, IN, KY, MD, MI, MN, MO, NC, NH, NJ, NY, OH, PA, SC, TX, VA
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