Christopher Opper
Christopher Opper is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Rochester, NY, with 22 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
777 Canal View Blvd, Suite 800, Rochester, NY, 14623
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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 recommends insurance as part of clients' financial plans through Regent Financial Group, dedicating a few hours per week. He also owns rental property and works as a financial advisor and director of research for Regent Financial Group, LLC, and as an investment advisor representative for Kestra Advisory Services, LLC, dedicating about a quarter of his time to the former and nearly full-time to the latter.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
1717 Capital Management CompanyBroker
State Registrations14 states
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
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