73575 El Paseo, Suite 2300, Palm Desert, CA, 92260
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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 →Christopher is an Executive Vice President & Sr Financial Advisor at Keystone Wealth Services and an agent for PKS Financial and Fixed Insurance. He also works as an Independent Insurance Professional for Caress Insurance Agency Inc and an Insurance Partner for Core Income, dedicating minimal time to each. Christopher is also an advisor for HOA Invest, a software solution for HOAs, spending a few hours per week.