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Christopher Fidler

21 Years of Experience
Broker

Christopher Fidler is a registered investment advisor at Nbc Securities, INC., based in Tampa, FL, with 21 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,545 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
4,545 clients
Average Client Portfolio
$377K average
Assets Under Management
$1.7B

Fee Structure

NBC Securities offers investment management through various programs. The fees are based on a percentage of your assets, typically ranging from 0.50% to 2.50% annually, depending on the investment manager selected, the size of your portfolio, and the complexity of the services. Minimum program fees may apply. These fees generally cover the advisory services, investment manager fees, and transaction costs, but there may be additional charges for brokerage commissions, margin interest, and custody fees. Some programs offer trade allotments with no transaction fees, while others charge per transaction.

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Location

5401 W. Kennedy Blvd, Suite 460, Tampa, FL, 33609

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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 owns JBF Concepts LLC, a real estate investment company, dedicating about 10-20% of his time. He also owns PAW Holdings Group LLC, another real estate investment company, spending a few hours per week. Finally, he is involved in e-commerce sales through 99 ECOM LLC.

Employment History
Current Registrations
Nbc Securities, INC.
July 2015 - Present · 10 yrs 9 mos
Nbc Securities, INC.Broker
July 2015 - Present · 10 yrs 9 mos
Previous Registrations
Jhs Capital Advisors, LLC
April 2010 - July 2015 · 5 yrs 3 mos
Jhs Capital Advisors, LLCBroker
March 2010 - July 2015 · 5 yrs 4 mos
Gunnallen Financial, INC
January 2006 - March 2010 · 4 yrs 2 mos
Gunnallen Financial, INCBroker
January 2005 - March 2010 · 5 yrs 2 mos
State Registrations5 states
FLNJORTNWA
AdvisorBrokerBoth

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.
Christopher Fidler - Financial Advisor | TrueAdvisor