Christopher
Colon
Edelman Financial Engines
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About this Advisor
Christopher Colon is a financial advisor based in Odessa, Florida, working with Edelman Financial Engines. Christopher has previously held positions at Usaa Financial Planning Services Inc, Usaa Financial Advisors, Inc, Raymond James & Associates, Inc, Florida Educators Insurance LLC, Horace Mann Investors Inc, Edelman Financial Engines, Usaa Investment Management Company, Horace Mann Companies, Lpl Financial LLC, Suncoast Credit Union, Oxford Advisory Group, and Livunltd. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Christopher is part of Edelman Financial Engines, which operates out of Odessa, Florida. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Christopher Colon Work History
Edelman Financial Engines
Livunltd
Oxford Advisory Group
Lpl Financial LLC
Suncoast Credit Union
Horace Mann Investors Inc
Raymond James & Associates, Inc
Florida Educators Insurance LLC
Horace Mann Companies
Usaa Investment Management Company
Usaa Financial Planning Services Inc
Usaa Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Christopher Colon 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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