Cristopher Dockery
Cristopher Dockery is a registered investment advisor at Argent Wealth, LLC, based in Ridgeland, MS, with 8 years of industry experience. Cristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 433 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Argent Wealth charges a maximum of 1.5% annually for asset management and comprehensive portfolio management services. Fees are calculated monthly or quarterly, based on the average daily value of your account. Fees are negotiable and deducted from client accounts. Argent Wealth also offers separately managed account services with fees distinct from the standard asset management fees.
Location
1020 Highland Colony Parkway, Suite 603, Ridgeland, MS, 39157
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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
Cristopher is an independent insurance agent selling fixed insurance products since 2014, dedicating minimal time to this activity. He is also a financial advisor referring business to Pinnacle Trust, spending about 10-20% of his time on this.
Employment History
Current Registrations
Argent Wealth, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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