Christopher Girbes-Pierce (CRD# 5047367) is an Investment Advisor Representative working at Five Oceans Advisors in Santa Monica, CA and has over 18 years of experience in the finance industry. Christopher Girbes-Pierce 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# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Five Oceans Advisors | Santa Monica, CA | Jun 2021 - Current | 2 |
| Five Oceans Advisors | Santa Monica, CA | May 2020 - Jun 2021 | 1 |
| Advice Period LLC | Los Angeles, CA | Mar 2018 - May 2020 | 2 |
| Enlightened Wealth Management LLC | Santa Monica, CA | Jun 2015 - Mar 2018 | 2 |
| N/a | Santa Monica, CA | Feb 2015 - Jun 2015 | < 1 |
| Moneyzen Wealth Management LLC | Santa Monica, CA | Aug 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2006 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2010 |
- CA
- TX
-
Total Assets Under Management496MILLIONS
-
Total Number of Accounts571ACCOUNTS
-
Average Account Value$868,850
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, TN, TX
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