Christopher Shaw
Christopher Shaw is a registered investment advisor at Nfsg Corporation, based in Belmont, NC, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
Glenway Commons Blvd, 100 Glenway Street, Ste J, Belmont, NC, 28012
Get directionsHistory
Regulatory History (10)
Regulatory
October 2024Regulatory
November 2022Customer Dispute
March 2021Customer Dispute
March 2021Customer Dispute
December 2020Employment Separation After Allegations
September 2020Customer Dispute
August 2020Customer Dispute
February 2020Customer Dispute
November 2019Customer Dispute
July 2019Other Business ActivitiesSells Insurance
Christopher is the treasurer/bookkeeper for Resurgence PPG, a non-profit charity, and a board director for Clear Markets North America, dedicating minimal time to each. He is also the owner/president of CJS Wealth Management, working full-time as a financial advisor, and the head soccer coach at South Point High School.
Employment History
Current Registrations
Nfsg Corporation
Previous Registrations
Newbridge Securities CorporationBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Kalos Management
Kalos Capital, INC.Broker
Blackbird North AmericaBroker
State Registrations2 states
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.