Christopher Giordano
Christopher Giordano is a registered investment advisor at Allworth Financial, L.P., based in Campbell, CA, with 35 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 26,325 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allworth Financial offers investment management services through a wrap fee program and a non-wrap fee program. You'll pay a percentage of your portfolio each quarter, billed in advance. The exact percentage depends on the type and amount of your investments. There's a $2,500 minimum annual fee. The maximum fee charged is 2.00%. The wrap fee covers advisory services and most trade execution fees. The non-wrap fee program covers advisory services, but does not include trade execution fees.
Location
2105 S Bascom Ave, Ste 255, Campbell, CA, 95008
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
November 2009Customer Dispute
June 2009Other Business Activities
Christopher is involved with the Enzo Giordano Foundation as a board member for charitable giving, dedicating minimal time. He is also a passive real estate investor through New Standard Equities.
Employment History
Current Registrations
Allworth Financial, L.P.
Aw SecuritiesBroker
Previous Registrations
Strategic Wealth Advisors Group
Strategic Wealth Advisors Group
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wm Financial Services, INC.Broker
Griffin Financial ServicesBroker
Gna Securities, INC.Broker
Fortis Investors, INC.Broker
State Registrations16 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.