CM
CFA · CFP
CM
CFA · CFP

Christopher Andrew Mccaman

22 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
4,121 clients
Average Client Portfolio
$303K average
Assets Under Management
$1.2B

Fee Structure

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Location

209 E Pier St, Port Washington, WI, 53074

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History

Regulatory History (1)
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Regulatory
May 2003
Final
Other Business Activities

Christopher is involved in several business activities, including Del Mar Strategic Partners LLC (tax/investment purposes), Miller and Mecoli LLC (real estate rental with minimal involvement), Gateway Financial Partners (DBA for LPL business), and Gateway Wealth Partners LLC (Registered Investment Advisor). He dedicates full-time hours to Gateway Financial Partners and Gateway Wealth Partners LLC.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
November 2022 - Present · 3 yrs 3 mos
LPL Financial LLC
August 2018 - Present · 7 yrs 6 mos
LPL Financial LLCBroker
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
March 2016 - August 2018 · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
March 2016 - August 2018 · 2 yrs 5 mos
Capital Wealth Advisors, LTD.
September 2013 - September 2014 · 1 yr
Del Mar Wealth Management, LLC
October 2012 - April 2016 · 3 yrs 6 mos
J.P. Morgan Securities LLC
October 2012 - October 2012 · 0 mos
J.P. Morgan Securities LLCBroker
October 2012 - October 2012 · 0 mos
Chase Investment Services CORP.
April 2010 - October 2012 · 2 yrs 6 mos
Chase Investment Services CORP.Broker
March 2009 - October 2012 · 3 yrs 7 mos
Stratus Capital Management, LLC
July 2000 - December 2005 · 5 yrs 5 mos
First Investors CorporationBroker
February 1987 - August 1987 · 6 mos
State Registrations10 states
AZCAFLILMAMDNMPAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Andrew Mccaman - Financial Advisor | TrueAdvisor