CW
ChFC
CW
ChFC

Christopher Jason Wootton

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
318 clients
Average Client Portfolio
$426K average
Assets Under Management
$135.3M

Fee Structure

Minimum Investment:$25K
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Location

Commonwealth Centre, 2040 North Loop 336 W, Suite 125, Conroe, TX, 77304

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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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Employment History
Current Registrations
Wootton Financial Group INC
January 2008 - Present · 18 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.