CD
CD

Christopher Scott Damen

21 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
432 clients
Average Client Portfolio
$386K average
Assets Under Management
$166.8M

Fee Structure

Minimum Investment:$50K
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Location

6721 Academy Rd. Ne, Suite B, Albuquerque, NM, 87109

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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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Other Business ActivitiesSells Insurance

Christopher is an insurance agent involved in investment-related activities. He sells life, accident, health, and variable annuities.

Employment History
Current Registrations
Cross State Financial Group LLC
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Crown Capital Securities, L.P.Broker
May 2017 - December 2019 · 2 yrs 7 mos
Wilbanks Securities Advisory
June 2013 - June 2017 · 4 yrs
Wilbanks Securities, INC.Broker
March 2013 - June 2017 · 4 yrs 3 mos
Oppenheimerfunds Distributor, INC.Broker
February 2007 - January 2013 · 5 yrs 11 mos
Aim Private Asset Management
July 2005 - January 2007 · 1 yr 6 mos
A I M Distributors, INC.Broker
December 2003 - January 2007 · 3 yrs 1 mo
State Registrations3 states
COFLTX
Advisor
Exams
No exam information available for this advisor.
Christopher Scott Damen - Financial Advisor | TrueAdvisor