CM
CFP
CM
CFP

Christopher Markos

17 Years of Experience
Waterville, ME
BrokerSells Insurance

Christopher Markos is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Waterville, ME, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

325-D Kennedy Memorial Drive, Waterville, ME, 04901

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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 ActivitiesSells Insurance

Christopher is an advisory representative for Choice Wealth Advisors, LLC, and a financial advisor for DBA Choice Investments, spending nearly full-time hours on these activities. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating minimal time to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Choice Wealth Advisors LLC
August 2018 - Present · 7 yrs 9 mos
Cetera Advisors LLCBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
October 2016 - March 2024 · 7 yrs 5 mos
Investors Capital CORP.Broker
September 2013 - October 2016 · 3 yrs 1 mo
Investors Capital Advisory
September 2013 - October 2016 · 3 yrs 1 mo
Cetera Investment Services LLC
November 2011 - September 2013 · 1 yr 10 mos
Cetera Investment Services LLCBroker
November 2011 - September 2013 · 1 yr 10 mos
Sorrento Pacific Financial, LLC
June 2008 - November 2011 · 3 yrs 5 mos
Sorrento Pacific Financial, LLCBroker
May 2008 - November 2011 · 3 yrs 6 mos
State Registrations10 states
AZFLMAMENJOHORTXUTVT
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.