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Christopher Real

26 Years of Experience
Portland, OR
BrokerSells Insurance

Christopher Real is a registered investment advisor at Park Avenue Securities LLC, based in Portland, OR, 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 Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

200 SW Market St, Suite 1850, Portland, OR, 97201

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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 sells insurance products outside of those offered through Guardian and its subsidiaries since 2019. This activity takes minimal time.

Employment History
Current Registrations
Park Avenue Securities LLC
October 2019 - Present · 6 yrs 11 mos
Park Avenue Securities LLCBroker
June 2019 - Present · 7 yrs 3 mos
Previous Registrations
Horace Mann Investors, INC.Broker
February 2017 - August 2018 · 1 yr 6 mos
Gwfs Equities, INC.Broker
April 2014 - January 2017 · 2 yrs 9 mos
Princor Financial Services Corporation
April 2013 - April 2014 · 1 yr
Princor Financial Services CorporationBroker
April 2013 - April 2014 · 1 yr
Stancorp Investment Advisers, INC.
October 2008 - March 2013 · 4 yrs 5 mos
Stancorp Equities, INC.Broker
April 2008 - March 2013 · 4 yrs 11 mos
Metlife Securities INC.Broker
October 1997 - June 2007 · 9 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
October 1997 - June 2007 · 9 yrs 8 mos
State Registrations7 states
AZCANVORSCWAWI
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.