CO
CO
Christopher Omel
26 Years of Experience
Carlsbad, CA
1 DisclosureBroker
Christopher Omel is a registered investment advisor at D.A. Davidson & CO., based in Carlsbad, CA, with 26 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Opus Plaza 1, 1925 Palomar Oaks Way, Suite 300, Carlsbad, CA, 92008
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2007Settled
Employment History
Current Registrations
D.A. Davidson & CO.Broker
November 2013 - Present · 12 yrs 6 mos
D.A. Davidson & CO.
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Crowell Weedon & CO.Broker
November 2013 - November 2013 · 0 mos
Crowell Weedon & CO.
November 2013 - November 2013 · 0 mos
Crowell, Weedon & CO.
January 2002 - November 2013 · 11 yrs 10 mos
Crowell, Weedon & CO.Broker
May 1999 - November 2013 · 14 yrs 6 mos
Chatfield Dean & CO., INC.Broker
December 1991 - December 1991 · 0 mos
State Registrations7 states
ARCAHIMAOHTXWV
AdvisorBrokerBoth
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.