CB
CB

Christopher Baumann

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
1,963 clients
Average Client Portfolio
$377K average
Assets Under Management
$740.0M

Fee Structure

Minimum Investment:$25K
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Location

51 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002

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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 ActivitiesSells Insurance

Christopher works as an agent at OTT Insurance, selling property and casualty insurance since January 2022. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Bcg Securities, INC.Broker
January 2023 - Present · 3 yrs 1 mo
Bcg Securities, INC.
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Royal Alliance Associates, INC.
September 2020 - January 2023 · 2 yrs 4 mos
Royal Alliance Associates, INC.Broker
June 2020 - January 2023 · 2 yrs 7 mos
State Registrations13 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.