Chris Jordheim (CRD# 3147752) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Mars, PA and has over 9 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Pittsburgh, PA | Sep 2016 - Current | 7 |
| Stratos Wealth Partners, Ltd. | Pittsburgh, PA | Aug 2016 - Current | 7 |
| Unemployed | Pittsburgh, PA | Jan 2016 - Sep 2016 | < 1 |
| Pnc Bank | Pittsburgh, PA | Feb 2015 - Jan 2016 | < 1 |
| Pnc Investments | Pittsburgh, PA | Feb 2015 - Nov 2015 | < 1 |
| Pnc Investments | Pittsburgh, PA | Aug 2010 - Feb 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- LA
- PA
- TX
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Total Assets Under Management12,533MILLIONS
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Total Number of Accounts37,396ACCOUNTS
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Average Account Value$335,150
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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