Christopher Price
Christopher Price is a registered investment advisor at UBS Financial Services INC., based in Irvine, CA, with 38 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
200 Spectrum Center Drive Suite 1800, Irvine, CA, 92618
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2000Other Business Activities
Christopher owns 45% of Millennium Systems, LLC, a web hosting/colocation company, dedicating a few hours per week. He is also an advisory board member for Tall Umbrella, a software company.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Chatfield Dean & CO., INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations47 states
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
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