Christopher Goetz
Christopher Goetz is a registered investment advisor at Cetera Investment Advisers LLC, based in Portland, OR, with 31 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8440 SW Canyon Lane, Portland, OR, 97225
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Regulatory History (1)
Customer Dispute
May 2004Other Business ActivitiesSells Insurance
Christopher sells fixed insurance and owns The Canyon Group, LLC (a real estate holding company). He also owns Vesta Fortuna Partners, LLC, DBA Vesta Fortuna Wealth Management, which facilitates securities, advisory, and insurance business, taking up all of Christopher's time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
AXA Advisors, LLC
AXA Advisors, LLCBroker
Trusted Securities Advisors CORP.Broker
Mony Securities Corporation
Mony Securities CorporationBroker
Bma Financial Services, 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.
Exams
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