CM
CFP
CM
CFP

Christopher Dale Metscher

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
5,355 clients
Average Client Portfolio
$378K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

2700 Post Oak Blvd, Ste 1700, Houston, TX, 77056

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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 a registered representative under Sunbelt Securities, dedicating full-time hours to this role. He also owns IFP Insurance Services LLC, selling life and fixed insurance products for a few hours per week.

Employment History
Current Registrations
Sunbelt Securities
February 2019 - Present · 7 yrs
Sunbelt Securities, INC.Broker
January 2011 - Present · 15 yrs 1 mo
Previous Registrations
Familywealth
January 2018 - November 2023 · 5 yrs 10 mos
Advisersource.com
September 2017 - December 2017 · 3 mos
Jolliffe Capital, INC.
March 2013 - June 2018 · 5 yrs 3 mos
Evolve Investment Advisors
April 2009 - January 2011 · 1 yr 9 mos
Evolve Securities, INC.Broker
April 2009 - December 2010 · 1 yr 8 mos
Securities America Advisors, INC.
December 2004 - April 2009 · 4 yrs 4 mos
Securities America, INC.Broker
December 2004 - April 2009 · 4 yrs 4 mos
New England Securities Corporation
October 2001 - December 2004 · 3 yrs 2 mos
New England SecuritiesBroker
June 1999 - December 2004 · 5 yrs 6 mos
State Registrations9 states
AZCACOFLMANMTXVAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.