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Christopher George Haddad

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
111 advisors
Number of Clients
9,250 clients
Average Client Portfolio
$267K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$100K
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Location

25220 Hancock Avenue, Suite 240, Murrieta, CA, 92562

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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 independent contractor for TC Financial since 2020, dedicating minimal time to this role as an IAR. This activity is not investment-related.

Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
June 2025 - Present · 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
April 2024 - June 2025 · 1 yr 2 mos
Chalice Capital Partners, LLCBroker
October 2018 - November 2019 · 1 yr 1 mo
T. Rowe Price Investment Services, INC.Broker
September 2015 - October 2017 · 2 yrs 1 mo
MML Distributors, LLCBroker
March 2013 - May 2015 · 2 yrs 2 mos
Hartford Securities Distribution Company, INC.Broker
October 2012 - January 2013 · 3 mos
Ing Financial Partners, INC.Broker
February 2012 - September 2012 · 7 mos
Ing Financial Advisers, LLC
August 2008 - September 2012 · 4 yrs 1 mo
Ing Financial Advisers, LLCBroker
August 2008 - September 2012 · 4 yrs 1 mo
Comerica SecuritiesBroker
November 2006 - July 2008 · 1 yr 8 mos
Comerica Securities
November 2006 - July 2008 · 1 yr 8 mos
Morgan Stanley
January 2004 - August 2006 · 2 yrs 7 mos
Morgan Stanley Dw INC.Broker
January 2004 - August 2006 · 2 yrs 7 mos
Enable Capital, LLCBroker
October 2003 - December 2003 · 2 mos
Morgan Stanley Dw INC.Broker
August 2003 - September 2003 · 1 mo
Signator Investors, INC.Broker
July 2000 - February 2003 · 2 yrs 7 mos
State Registrations5 states
CAMDTXVAWI
Advisor
Exams
No exam information available for this advisor.