CP
CFP
CP
CFP

Christopher Patrick Pratt

6 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
9,489 clients
Average Client Portfolio
$487K average
Assets Under Management
$4.6B

Fee Structure

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Location

7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher is an Investment Advisor Representative (IAR) of Spire Wealth Management since June 2019, using the DBA Cardinal Wealth Management. He also serves on the Board of Directors for the Lilabean Foundation, providing financial guidance, dedicating about 10-20% of his time, and is compensated through his role as an investment advisor.

Employment History
Current Registrations
Spire Securities, LLC
March 2023 - Present · 2 yrs 11 mos
Spire Securities, LLCBroker
March 2023 - Present · 2 yrs 11 mos
Spire Wealth Management, LLC
June 2019 - Present · 6 yrs 8 mos
State Registrations6 states
CADCFLMDTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.