Christian
Compton

&Partners

CRD#2671069
Investment Advisor
in Glen Allen, VA

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About this Advisor

Christian Compton is a financial advisor based in Glen Allen, Virginia, working with &Partners. Christian has previously held positions at UBS Financial Services Inc, Wells Fargo Clearing Services, LLC, &Partners, LLC, and Wells Fargo Advisors, LLC. Christian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Christian is part of &Partners, which operates out of Glen Allen, Virginia. The firm has 29 offices and 183 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations. 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, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at &Partners includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

4860 Cox Rd Suite 130
Glen Allen, VA 23060

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&Partners Brokerage Details

Total Assets Under Management

$1,173,060,409

VA Average: $730,596,643
Total Number of Employees

183

VA Average: 15
Total Number of Accounts

3,051

VA Average: 968
Average Account Size

$384,484

VA Average: $754,749

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Christian Compton Work History

2024 - Present (0 year)

&Partners, LLC

2016 - Present (8 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2007 - 2016 (9 years)

Ubs Financial Services Inc

Disclosures

Please visit the SEC profile of Christian Compton 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 &Partners

Craig Foreman
Nashville, TN
Thomas Teagle
Nashville, TN
Grant Koentz
Nashville, TN
Mitchell Briggs
Nashville, TN
Kaley Idol
Nashville, TN
Brenley Davis
Nashville, TN
Dalton Horstmeier
Moberly, MO
Sarah Navarre
Nashville, TN

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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