CW
Christopher Wheaton
from Litman Gregory Wealth Management, LLC
Christopher Wheaton is a financial advisor based in California, Larkspur,
with 31 years of experience. Christopher currently works for
Litman Gregory Wealth Management, LLC.
Christopher maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Christopher Wheaton works at Litman Gregory Wealth Management, LLC
Litman Gregory Wealth Management, LLC is a financial advisory firm based in Larkspur, California. It currently has approximately $1,648,440,292 of assets under management and employs about 27 people. Litman Gregory Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
1100 Larkspur Landing Circle, Suite 300, Larkspur, California, 94939
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting