Christopher
Whitaker
Apriem Advisors
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About this Advisor
Christopher Whitaker is a certified financial planner based out of Irvine, California with 6 years of industry experience. Whitaker is on the advisory team at Apriem Advisors. Their career trajectory has included roles at Copenbarger Corporation, Arbor Pharmaceuticals, Global Cti Group, Point Loma Nazarene University, Apriem Advisors and Solutions Financial. Whitaker is approved to operate in California and Texas. Apriem Advisors is a registered investment firm based in Irvine, CA. The investment advisory business has offices in three locations and a total of 16 financial advisors. It oversees $862 million in assets between its 2,332 client accounts, placing it among the larger firms in the nation by assets under management. The firm serves five charities and foundations. Of its 2,332 customer accounts, 29% belong to high-net-worth investors who have greater than $1 million in assets. Apriem Advisors offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fee types billed by Apriem Advisors can include any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Apriem Advisors Brokerage Details
$862,064,892
16
2,332
$369,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Christopher Whitaker Work History
Christopher has been registered as a financial advisor for 6 years.*
Apriem Advisors
Solutions Financial
Copenbarger Corporation
Arbor Pharmaceuticals
Global Cti Group
Point Loma Nazarene University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Whitaker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Apriem Advisors
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
