CB
CB

Christopher Bevans

22 Years of Experience
Huntington Beach, CA
1 DisclosureBroker

Christopher Bevans is a registered investment advisor at Wells Fargo Advisors, based in Huntington Beach, CA, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Huntington Beach, CA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2009
Settled
Other Business Activities

Christopher has ownership stakes in several businesses, including BIA Group, TWR 13 LLC, Motions Dripp LLC, and Sushi Trends LLC. He dedicates minimal time to these activities, primarily as an investor or for pass-through accounting purposes.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2022 - Present · 3 yrs 9 mos
Wells Fargo Advisors
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2009 - October 2022 · 13 yrs 4 mos
Morgan StanleyBroker
June 2009 - October 2022 · 13 yrs 4 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2003 - April 2007 · 3 yrs 8 mos
Morgan Stanley Dw INC.Broker
August 2003 - April 2007 · 3 yrs 8 mos
State Registrations21 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.