Christopher Berzon
Christopher Berzon is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Fort Worth, TX, with 20 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
201 Main St, Ste 1700, Fort Worth, TX, 76102
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Regulatory History (1)
Customer Dispute
June 2012Other Business Activities
Christopher is an officer of Bercom LLC, a rental property business in Benbrook, Texas. He spends a few hours per week on business development and investment decisions related to this activity.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Chase Investment Services CORP.Broker
State Registrations28 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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