Christopher Cubbage
Christopher Cubbage is a registered investment advisor at Opportunus Wealth Management, LLC, based in Gig Harbor, WA, with 33 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 172 clients with $77M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Gig Harbor, WA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher works as a financial advisor for Securities America Advisors, dedicating full-time hours to securities advisory services. He also holds an insurance license and occasionally sells term insurance to clients, but spends minimal time on this activity.
Employment History
Current Registrations
Opportunus Wealth Management, LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Transamerica Capital, INC.Broker
Transamerica Investors Securities CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations1 state
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