Christopher
Cubbage
Opportunus Wealth Management, LLC
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About this Advisor
Christopher Cubbage is a financial advisor based in Gig Harbor, Washington, working with Opportunus Wealth Management, LLC. Christopher has previously held positions at Princor Financial Services Corporation, Principal Mutual Life Ins. Co, Transamerica Investors Securities Corporation, Transamerica Capital, Inc, Kms Financial Services, Inc, Securities America, Inc, Securities America Advisors, Inc, Opportunus Wealth Management, LLC, and took a sabbatical. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, Christopher is part of Opportunus Wealth Management, LLC, which operates out of Gig Harbor, Washington. The firm has 2 offices and 3 employees. The firm manages assets totaling $68.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Opportunus Wealth Management, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Opportunus Wealth Management, LLC Brokerage Details
$68,363,243
3
284
$240,716
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Christopher Cubbage Work History
Opportunus Wealth Management, LLC
Securities America, Inc
Securities America Advisors, Inc
Kms Financial Services, Inc
Transamerica Capital, Inc
Sabbatical
Transamerica Investors Securities Corporation
Princor Financial Services Corporation
Principal Mutual Life Ins. Co
Disclosures
Please visit the SEC profile of Christopher Cubbage 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 Opportunus Wealth Management, LLC
Gig Harbor, WA
Cottonwood Heights, UT
Gig Harbor, WA
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