Kevin Christopher

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About Kevin Christopher

Over a decade of expertise in financial planning and investment management. Specializes in crafting comprehensive retirement planning strategies tailored to your needs. Holds Series 6,7 and 63, 65 securities licenses along with life insurance accreditation. Provides personalized strategies aligned with your unique financial aspirations. Offers clear insights and empowers you to make informed financial decisions. Why Choose Kevin Christopher?

Senior Partner of Excelsior Wealth Partners Fiduciary standards. Investment committee member A family-oriented individual Started down this path with the passing of his father in 2009 helping his mom figure out what to do next. Secure your financial future with Your Trusted Financial Advisor. Whether you're planning for retirement, seeking investment guidance, or in need of comprehensive financial solutions, Kevin possesses the expertise and dedication to help you achieve your financial objectives. Schedule a consultation today and experience the invaluable impact of having a reliable financial advisor by your side.

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General Information

CRD#

CRD # 5930994

Firm CRD#

23131

Insurance License#

16246718

Name of Broker/Dealer

Osaic

Name of Custodial Firm

Pershing

States Licensed in

CA, CO, FL, MA, NC, NY, SC, SD, TX, VA

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 7, Series 6, Series 65

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Life, Health, Annuity

Firm Information

Firm's Number of Clients

2,800

Assets Managed by Firm

850,000,000

Total Assets Under Management by Advisor

$72,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

100,000

Compensation Methods

Based on Assets

Additional Details on Charges

up to 100,000 the fee is 1.5% 100,000- 250,000 the fee is 1.25 250,000-500,000 the fee is 1% 500,000-1,000,000, the fee is.80% 1,000,000- 2,000,000 the fee is .70% 2,000,000-5,000,000 the fee is .50% 5,000,000 and above the fee is .40%

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Paladin Research Report For:

Excelsior Wealth Partners