CP
CP

Christopher Pakos

26 Years of Experience
Latrobe, PA
Broker

Christopher Pakos is a registered investment advisor at Cetera Investment Advisers LLC, based in Latrobe, PA, with 26 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

752 Lloyd Ave, Latrobe, PA, 15650

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher owns Christopher T. Pakos, CPA, PC, offering accounting, tax preparation, payroll, and bookkeeping services, dedicating about 10-20% of his time. He is also part owner of Redcut Rentals, LLC, performing property maintenance for storage unit rentals, and president of Pakos Wealth Management, Inc., dedicating nearly full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Cetera Financial Specialists LLCBroker
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Avantax Advisory Services
July 2014 - December 2020 · 6 yrs 5 mos
Avantax Investment Services, INC.Broker
September 1999 - December 2020 · 21 yrs 3 mos
State Registrations17 states
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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.