CB
CFP
CB
CFP

Christopher Bybee

28 Years of Experience
Wichita Falls, TX
Broker

Christopher Bybee is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Wichita Falls, TX, with 28 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3352 advisors
Number of Clients
236,191 clients
Average Client Portfolio
$836K average
Assets Under Management
$197.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2525 Kell Boulevard, Suite 310, Wichita Falls, TX, 76308

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is the secretary for Bybee Family Properties, LLC, assisting with paperwork as needed, and a member of Bybee Investments, LLC, which invests in real estate and other ventures. These activities require minimal time.

Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
April 2010 - Present · 16 yrs 6 mos
Stifel, Nicolaus & Company, Incorporated
April 2010 - Present · 16 yrs 6 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - May 2010 · 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2010 · 11 mos
Citigroup Global Markets INC.Broker
December 2004 - June 2009 · 4 yrs 6 mos
Citigroup Global Markets INC.
December 2004 - June 2009 · 4 yrs 6 mos
A. G. Edwards & Sons, INC.
November 2002 - December 2004 · 2 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
December 1997 - December 2004 · 7 yrs
State Registrations8 states
ALCOFLMNMSOKTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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