Christopher Gardner (CRD# 6399817) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 8 years of experience in the finance industry. Christopher Gardner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5779397
Madison Avenue Securities, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ses Inc. | Los Angeles, CA | Aug 2023 - Current | < 1 |
| Seia LLC | Los Angeles, CA | Sep 2019 - Current | 4 |
| Towneley Capital Management, Inc. | Laguna Hills, CA | Sep 2015 - Sep 2019 | 4 |
| Iwc Family Offices | Carmel, CA | Aug 2014 - Sep 2015 | 1 |
| Delta Global Services | Evansville, IN | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
| S63 | Uniform Securities State Law Examination | May 2020 |
- CA
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Total Assets Under Management14,212MILLIONS
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Total Number of Accounts18,483ACCOUNTS
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Average Account Value$768,896
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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