CS
CFA
CS
CFA

Christopher Sorrow

23 Years of Experience
Dallas, TX

Christopher Sorrow is a CFA-designated registered investment advisor at Wsa Affiliates, LLC, based in Dallas, TX, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 55 clients.

Compensation
Fixed/Hourly
Firm Size
7 advisors
IM Fee
Planning only

Fee Structure

Hourly Rate:$100 - $250/hr
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Location

10000 N. Central Expressway, Suite 1326, Dallas, TX, 75243

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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 is a Vice President and control person with Probity Advisors, Inc. since 2002, dedicating about half of his time. He is also Secretary with WSA Affiliates, LLC since 2008, spending a few hours per week, and President/Owner of FA Holdings, Inc., a technology services company, dedicating about half of his time.

Employment History
Current Registrations
Wsa Affiliates, LLC
December 2008 - Present · 17 yrs 5 mos
Probity Advisors, INC.
January 2003 - Present · 23 yrs 4 mos
State Registrations1 state
TX
Advisor

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.
Christopher Sorrow - Financial Advisor | TrueAdvisor