Christopher
Griest
Oakbourne Advisors
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About this Advisor
Christopher Griest is a financial advisor based in Hackettstown, New Jersey, working with Oakbourne Advisors. Christopher has previously held positions at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Avenue 1 Advisors, LLC Dba Blue Rock Avenue 1, Purshe Kaplan Sterling Investments, Inc, and Northstar Asset Management Dba Oakbourne Advisors. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Christopher is part of Oakbourne Advisors, which operates out of Hackettstown, New Jersey. The firm has 4 offices and 9 employees. The firm manages assets totaling $195.7 million 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, and pension consulting services. The fee structure at Oakbourne Advisors includes asset-based, hourly, and fixed fees.
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Oakbourne Advisors Brokerage Details
$195,665,487
9
971
$201,509
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Christopher Griest Work History
Northstar Asset Management Dba Oakbourne Advisors
Purshe Kaplan Sterling Investments, Inc
Avenue 1 Advisors, LLC Dba Blue Rock Avenue 1
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Disclosures
Please visit the SEC profile of Christopher Griest 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 Oakbourne Advisors
West Chester, PA
Hackettstown, NJ
West Chester, PA
West Chester, PA
Hackettstown, NJ
Hackettstown, NJ
Hackettstown, NJ
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