Christopher
Faris
Avantax Advisory Services
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About this Advisor
Christopher Faris is a financial advisor based in Costa Mesa, California, working with Avantax Advisory Services. Christopher has previously held positions at Avantax Investment Services, Inc, Avantax Advisory Services, Tri Crown Financial Solutions, Christopher Faris, Independent Insurance Agent, John C Faris, Hd Vest Insurance Services, Tmg Realty, Edelweiss Haus Hoa Board Of Directors, and Avantax Insurance Agency, LLC. Christopher has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Christopher is part of Avantax Advisory Services, which operates out of Costa Mesa, California. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Christopher Faris Work History
Tmg Realty
Christopher Faris, Independent Insurance Agent
Avantax Advisory Services
Avantax Investment Services, Inc
Avantax Insurance Agency, LLC
John C Faris
Edelweiss Haus Hoa Board Of Directors
Tri Crown Financial Solutions
Hd Vest Insurance Services
Disclosures
Please visit the SEC profile of Christopher Faris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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