CB
CB

Christopher Scott Bourgeois

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
3,109 clients
Average Client Portfolio
$276K average
Assets Under Management
$858.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Loading...

Location

1800 West Loop South, Unit 1700, Houston, TX, 77027

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christopher is the president of Innovation Capital Assurance, a licensed insurance agency, and SMART Group Houston, an investment business. He is also a partner at Exponent Prosperity Accelerator Advisors, LLC, a business consulting service, and a notary public for the State of Texas; these activities take about half of Christopher's time.

Employment History
Current Registrations
World Equity Group, INC.
April 2017 - Present · 8 yrs 10 mos
World Equity Group, INC.Broker
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
July 2014 - October 2016 · 2 yrs 3 mos
Raymond James Financial Services, INC.Broker
July 2014 - October 2016 · 2 yrs 3 mos
Questar Capital CorporationBroker
March 2012 - July 2014 · 2 yrs 4 mos
Questar Asset Management, INC.
March 2012 - July 2014 · 2 yrs 4 mos
Securian Financial Services, INC.
February 2003 - October 2010 · 7 yrs 8 mos
Securian Financial Services, INC.Broker
January 2002 - March 2012 · 10 yrs 2 mos
State Registrations14 states
ARAZFLGALAMAMEMSNCNJOKSCTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Scott Bourgeois - Financial Advisor | TrueAdvisor