CV
CV

Christopher Vining

6 Years of Experience
Nashville, TN
2 Disclosures

Christopher Vining is a registered investment advisor at Cv Securities Analysis, LLC, based in Nashville, TN, with 6 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $510K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$101K average
Assets Under Management
$507K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2M+0.90%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Nashville, TN

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History

Regulatory History (2)
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Civil
November 2021
Final
Regulatory
August 2021
Final
Other Business Activities

Christopher is a Spanish and finance tutor, providing education to college students and those seeking financial designations. There is no overlap between his tutoring work and his role at CV Securities Analysis, LLC.

Employment History
Current Registrations
Cv Securities Analysis, LLC
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Cv Securities Analysis, LLC
October 2018 - December 2019 · 1 yr 2 mos
State Registrations1 state
TN
Advisor

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.