Cristopher
Dockery

Argent Wealth, LLC

CRD#5870461
Investment Advisor
in Ridgeland, MS

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About this Advisor

Cristopher Dockery is a financial advisor based in Ridgeland, Mississippi, working with Argent Wealth, LLC. Cristopher has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Voya Financial Advisors, Inc, Pinnacle Trust, and Pinnacle Wealth, LLC. Cristopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Mississippi. Currently, Cristopher is part of Argent Wealth, LLC, which operates out of Ridgeland, Mississippi. The firm has 9 employees and manages assets totaling $402.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Argent Wealth, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1020 Highland Colony Parkway Suite 603
Ridgeland, MS 39157

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Argent Wealth, LLC Brokerage Details

Total Assets Under Management

$402,944,092

MS Average: $479,240,389
Total Number of Employees

9

MS Average: 11
Total Number of Accounts

760

MS Average: 582
Average Account Size

$530,190

MS Average: $823,437

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Cristopher Dockery Work History

2021 - Present (4 years)

Pinnacle Wealth, LLC

2014 - 2015 (1 year)

Voya Financial Advisors, Inc

2014 - 2021 (7 years)

Pinnacle Trust

2010 - 2014 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

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Disclosures

Please visit the SEC profile of Cristopher Dockery 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 Argent Wealth, LLC

Matthew Davis
Ridgeland, MS
Wilson Nichols
Ridgeland, MS
Martin Palomo
Ridgeland, MS
Erik Olson
Ridgeland, MS
Cristopher Dockery
Ridgeland, MS
Stacey Wall
Ridgeland, MS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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