Christopher Inglis
Christopher Inglis is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in San Francisco, CA, with 41 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
One Montgomery Street, Suites 3300, 3500, 3600, & 3700, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2011Customer Dispute
November 2007Other Business Activities
Christopher serves as a Planning Commissioner for the City of Clearlake, owns rental property, and is a board member and treasurer for the Rotary Club of Clear Lake. These activities take a few hours per week.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Acument Securities, INC.Broker
First California Capital Markets Group, INC.Broker
Municicorp of CaliforniaBroker
Prudential-Bache Securities INC.Broker
Municicorp of CaliforniaBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.