Christopher Lein, financial advisor Ponte Vedra Beach FL

Christopher Lein

CRD Number: 1433201
Current Firm: Thepartners Wealth Management

Christopher Lein (CRD# 1433201) is an Investment Advisor Representative working at Thepartners Wealth Management in Ponte Vedra Beach, FL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
The Partners Wealth Management Dba Ocean Pointe Financial Ponte Verda Beach, FL Aug 2023 - Current < 1
Purshe Kaplan Sterling Investments Albany, NY Aug 2023 - Current < 1
Wells Fargo Advisors Financial Network, LLC Ponte Verda Beach, FL Jan 2018 - Aug 2023 5
Thepartners Wealth Management Santa Barbara, CA Apr 2023 - Apr 2023 < 1
Wells Fargo Clearing Services, LLC Jacksonville, FL Nov 2016 - Jan 2018 1
Wells Fargo Advisors LLC Jacksonville, FL May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2003
S65 NASAA Investment Advisors Law Examination Oct 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Christopher P. Lein
Phone Number: 831-275-2608
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    355
    ACCOUNTS
  • Average Account Value
    $283,547
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, GA, IL, NC, NY, OK, TX

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