Christopher
Arnold

Secfi Advisory Limited

CRD#6480410
Investment Advisor
in University City, MO

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About this Advisor

Christopher Arnold is a financial advisor based in University City, Missouri, working with Secfi Advisory Limited. Christopher has previously held positions at the University of Kentucky, Plancorp, LLC, Secfi Inc, and Secfi Advisory Limited. Christopher is registered to provide services in California, Massachusetts, Missouri, New York, and Washington. Currently, Christopher is part of Secfi Advisory Limited, which operates out of University City, Missouri. The firm has 2 offices and 15 employees. The firm manages assets totaling $156.3 million and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Secfi Advisory Limited includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

University City, MO

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Secfi Advisory Limited Brokerage Details

Total Assets Under Management

$156,316,189

MO Average: $7,464,549,021
Total Number of Employees

15

MO Average: 88
Total Number of Accounts

139

MO Average: 3,892
Average Account Size

$1,124,577

MO Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Christopher Arnold Work History

2022 - Present (2 years)

Secfi Inc

2022 - Present (2 years)

Secfi Advisory Limited

2016 - Present (8 years)

Plancorp, LLC

2012 - 2016 (4 years)

University Of Kentucky

Disclosures

Please visit the SEC profile of Christopher Arnold 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 Secfi Advisory Limited

John Morrison
New York, NY
Natalie Cook
New York, NY
Michael Allred
New York, NY
Brett Wysopal
New York, NY
Nathaniel Piauwasdy
New York, NY
Christopher Arnold
University City, MO
John Klingler
New York, NY

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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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.

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