Christopher Dame
Christopher Dame is a registered investment advisor at Private Advisor Group, LLC, based in St George, UT, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
3143 S 840 E, Ste 306, St George, UT, 84790
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher provides investment advice through Private Advisor Group, LLC, using Plaza Wealth Management and Rockwell Advisors as business names, dedicating nearly full-time hours to this. He also holds licenses to sell insurance, but this is separate from his investment advisory services and takes minimal time, though he may recommend insurance products on a commission basis.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
LPL Financial LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.