Chris Altman
Chris Altman is a registered investment advisor at Cetera Investment Advisers LLC, based in Lakewood Ranch, FL, with 31 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Lakewood Ranch, FL
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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
Chris is an independent insurance agent selling fixed insurance products, dedicating minimal time to this activity. He is also the owner/president of C. Altman LLC for accounting purposes and a co-owner of Rare Bird Records, LLC, providing music assistance, spending a few hours per week on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Royal Alliance Associates, INC.Broker
High Mark Securities, INC.Broker
Medallion Equities, INC.Broker
Wma Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations5 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.