CM
CFP
CM
CFP

Christopher Massey

31 Years of Experience
Fort Worth, TX
Broker

Christopher Massey is a CFP-designated registered investment advisor at Frost Investment Services, based in Fort Worth, TX, with 31 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 Investment Management, Retirement Planning. Their firm serves 3,656 clients with $3.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
162 advisors
IM Fee
Planning only
Assets Under Management
$3.7B

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

640 Taylor St, Ste 1000, Fort Worth, TX, 76102

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Frost Investment Services
January 2022 - Present · 4 yrs 9 mos
Frost Brokerage Services, INC.Broker
July 2003 - Present · 23 yrs 3 mos
Previous Registrations
Frost Investment Services
December 2017 - December 2021 · 4 yrs
Investment Advisors
July 2001 - October 2002 · 1 yr 3 mos
Proequities, INC.Broker
July 2001 - October 2002 · 1 yr 3 mos
American General Securities IncorporatedBroker
November 1994 - July 2001 · 6 yrs 8 mos
Olde Discount CorporationBroker
August 1994 - December 1994 · 4 mos
State Registrations1 state
TX
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.
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