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Christopher Mortimer

17 Years of Experience
Charleston, SC
Broker

Christopher Mortimer is a registered investment advisor, based in Charleston, SC, with 17 years of industry experience.

Location

Charleston, SC

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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 Senior VP of Business Development at Vest Financial LLC, an investment advisory firm. He spends nearly full-time on this role, reaching out to prospects and maintaining relationships to raise awareness of Vest Financial's investment strategies.

Employment History
Current Registrations
Vest Securities, LLCBroker
June 2022 - Present · 3 yrs 11 mos
Vest Securities, LLC
June 2022 - Present · 3 yrs 11 mos
Vest Financial LLC
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
First Dominion Capital CORP.Broker
September 2016 - June 2022 · 5 yrs 9 mos
Proshare Advisors LLC
June 2012 - July 2015 · 3 yrs 1 mo
Profunds Distributors, INC.Broker
December 2011 - July 2015 · 3 yrs 7 mos
Wells Fargo Advisors, LLC
November 2008 - November 2011 · 3 yrs
Wells Fargo Advisors, LLCBroker
November 2008 - November 2011 · 3 yrs
State Registrations5 states
DCILMDSCVA
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.
Christopher Mortimer - Financial Advisor | TrueAdvisor