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Gregory Christian

Wespac Advisors, LLC
32 Years of Experience
Reno, NV
1 Disclosure
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Gregory Christian is a registered investment advisor at Wespac Advisors, LLC, based in Reno, NV, with 32 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 639 clients with $1.2B in assets under management.

Wespac Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
639 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.15%
$2.0M - $3.0M1.05%
$3.0M - $5.0M0.95%
$5M+0.85%

Fees are negotiable and may be waived in certain circumstances, such as employee accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

735 Plumas Street, Reno, NV, 89509

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History

Regulatory History (1)
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Regulatory
May 1992
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wespac Advisors, LLC
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Financial Telesis INCBroker
March 2004 - June 2004 · 3 mos
Raymond James Financial Services
July 2002 - March 2004 · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
January 1999 - March 2004 · 5 yrs 2 mos
Robert Thomas Securities, INCBroker
January 1997 - January 1999 · 2 yrs
Invest Financial CorporationBroker
April 1994 - January 1997 · 2 yrs 9 mos
Lam Wagner, INC.Broker
March 1993 - March 1994 · 1 yr
Security First Financial, INC.Broker
July 1991 - December 1992 · 1 yr 5 mos
A. G. Edwards & Sons, INC.Broker
February 1990 - June 1991 · 1 yr 4 mos
Wedbush Morgan Securities INC.Broker
November 1987 - February 1990 · 2 yrs 3 mos
State Registrations3 states
CAIDNV
Advisor

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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