CB
CB

Christopher Brown

15 Years of Experience
1 DisclosureBroker

Christopher Brown is a registered investment advisor, based in San Diego, CA, with 15 years of industry experience.

Location

11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127

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History

Regulatory History (1)
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Customer Dispute
March 2016
Denied
Other Business Activities

Christopher is a managing partner/president at Lifetrust Property Group, a real estate company, and manages investment in rental property, dedicating minimal time. He also serves as an expert witness, spending a few hours per week.

Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
April 2024 - Present · 2 yrs
Kingswood Capital Partners, LLCBroker
April 2024 - Present · 2 yrs
Previous Registrations
Ameriprise Financial Services, LLC
October 2016 - April 2024 · 7 yrs 6 mos
Ameriprise Financial Services, LLCBroker
October 2016 - April 2024 · 7 yrs 6 mos
Wells Fargo Advisors, LLC
January 2011 - October 2016 · 5 yrs 9 mos
Wells Fargo Advisors, LLCBroker
December 2010 - October 2016 · 5 yrs 10 mos
State Registrations22 states
ALARAZCACOFLGAILINKYLAMNMOMSMTOHOKSCSDTNTXVA
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 Brown - Financial Advisor | TrueAdvisor