Christopher
Carruthers
Dovetail Wealth Management, LLC
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About this Advisor
Christopher Carruthers is a financial advisor based in Taylor, Texas, working with Dovetail Wealth Management, LLC. Christopher has previously held positions at Ameriprise Financial Services, Inc, Post Oak, Lpl Financial, LLC, Dovetail Wealth Management, LLC, and Austin Private Wealth, LLC. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Christopher is part of Dovetail Wealth Management, LLC, which operates out of Taylor, Texas. The firm has 4 employees and manages assets totaling $278.3 million. The firm 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, and selection of other advisers. The fee structure at Dovetail Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dovetail Wealth Management, LLC Brokerage Details
$278,311,308
4
790
$352,293
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
Christopher Carruthers Work History
Lpl Financial, LLC
Dovetail Wealth Management, LLC
Post Oak
Austin Private Wealth, LLC
Ameriprise Financial Services, Inc
Disclosures
Please visit the SEC profile of Christopher Carruthers 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 Dovetail Wealth Management, LLC
Taylor, TX
Taylor, TX
Taylor, TX
Taylor, TX
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