Christopher
Lein
Thepartners Wealth Management
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About this Advisor
Christopher Lein is a financial advisor based in Ponte Vedra Beach, Florida, working with Thepartners Wealth Management. Christopher has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors Financial Network, LLC, Thepartners Wealth Management, The Partners Wealth Management Dba Ocean Pointe Financial, and Purshe Kaplan Sterling Investments. 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 Thepartners Wealth Management, which operates out of Ponte Vedra Beach, Florida. The firm has 3 offices and 7 employees. The firm manages assets totaling $172.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Thepartners Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Thepartners Wealth Management Brokerage Details
$172,525,504
7
565
$305,355
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Christopher Lein Work History
The Partners Wealth Management Dba Ocean Pointe Financial
Purshe Kaplan Sterling Investments
Thepartners Wealth Management
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Christopher Lein 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 Thepartners Wealth Management
Monterey, CA
Monterey, CA
Monterey, CA
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Monterey, CA
San Diego, CA
Monterey, CA
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