Columbia Management Investment Advisers, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Christopher Finch is an investment advisor in Carlsbad, California. Currently a registered advisor at Columbia Management Investment Advisers, LLC, they have gathered 17 years of practice in the financial advisory industry. Finch maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Finch is able to act as a financial advisor in Alaska, Arizona, California, Colorado, Hawaii, Idaho, Illinois, Iowa, Kansas, Minnesota, Missouri, Montana, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Utah, Washington and Wisconsin. Their career trajectory has included roles at John Hancock Funds, John Hancock Advisers, LLC, Sovereign Asset Mgmt Corp, John Hancock Distributors LLC, Nationwide Investment Services Corp and Columbia Management Investment Distributors Inc. Columbia Management Investment Advisers, LLC is headquartered in Carlsbad, California, and operates out of nine offices across the nation. In aggregate, Columbia Management Investment Advisers, LLC manages $323 billion in assets dispersed across 4,578 accounts and retains more than 1,030 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. The firm manages 4,501 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Columbia Management Investment Advisers, LLC provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. The firm may charge clients asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Columbia Management Investment Advisers, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Christopher Finch Work History
Christopher has 18 years of experience.
Columbia Management Investment Distributors Inc
Nationwide Investment Services Corp
John Hancock Distributors LLC
John Hancock Funds
John Hancock Advisers, LLC
Sovereign Asset Mgmt Corp
Christopher Finch has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Columbia Management Investment Advisers, LLC