Christopher Mediate
CRD Number: 7612308Current Firm: Mediate Financial Investment Advisory Services, LLC
Christopher Mediate (CRD# 7612308) is an Investment Advisor Representative working at Mediate Financial Investment Advisory Services, LLC in Canfield, OH and has 1 year of experience in the finance industry.
CRD# 3068276
Three Cord True Wealth Management, LLC
CRD# 4101733
B. Riley Wealth Advisors, Inc.
CRD# 1439447
Trustmont Advisory Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Mediate Financial Investment Advisory Services, LLC | Canfield, OH | Aug 2022 - Current | 1 |
Mediate Financial Services, Inc. | Canfield, OH | Aug 2013 - Current | 10 |
Ohio University | Athens, OH | Aug 2017 - May 2021 | 3 |
Boardman Tennis & Swin Club | Boardman, OH | Jun 2016 - Sep 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- OH
-
Total Assets Under Management55MILLIONS
-
Total Number of Accounts515ACCOUNTS
-
Average Account Value$107,493
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
OH, PA, TX
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