Christopher Fide (CRD# 4645536) is an Investment Advisor Representative working at Integrated Planning & Investments in Clovis, CA and has over 21 years of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Planning & Investments | Clovis, CA | Apr 2023 - Current | 1 |
| Principal Securities, Inc. | Fresno, CA | Aug 2014 - Apr 2023 | 8 |
| Principal Life Insurance Company | Fresno, CA | Aug 2014 - Apr 2023 | 8 |
| State Center Community College | Fresno, CA | Oct 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management72MILLIONS
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Total Number of Accounts377ACCOUNTS
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Average Account Value$190,981
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, TX
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