CB
CFP
CB
CFP

Christopher H Bettis

25 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Number of Clients
409 clients
Average Client Portfolio
$408K average
Assets Under Management
$167.0M

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
Loading...

Location

3001 Trenwest Drive, Winston-Salem, NC, 27103

Get directions

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.

Learn about disclosures →
Other Business Activities

Christopher is an employee of First Citizens Asset Management (FCAM), an affiliated investment advisory firm. He dedicates minimal time to this role.

Employment History
Current Registrations
First Citizens Asset Management, INC
March 2025 - Present · 11 mos
First Citizens Investor Services, INC.
September 2016 - Present · 9 yrs 5 mos
First Citizens Investor Services, INC.Broker
September 2016 - Present · 9 yrs 5 mos
Previous Registrations
LPL Financial LLC
January 2014 - September 2016 · 2 yrs 8 mos
LPL Financial LLCBroker
January 2014 - September 2016 · 2 yrs 8 mos
John Hancock Distributors LLCBroker
January 2009 - January 2014 · 5 yrs
Princor Financial Services Corporation
September 2004 - December 2008 · 4 yrs 3 mos
Princor Financial Services CorporationBroker
September 2000 - December 2008 · 8 yrs 3 mos
State Registrations2 states
NCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher H Bettis - Financial Advisor | TrueAdvisor