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Christian L. Webb

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CRD#: 1161075
CW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christian Layton Webb, who also goes by Chris Webb, was a registered financial professional .

Christian is a previously registered financial professional and started their career in finance in 1983. Christian had worked at 13 firms and has passed the Series 63, SIE, Series 31, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chris Webb

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 28, 2019 - December 13, 2023

GAGNI WEALTH MANAGEMENT LLC

RIA
CRD#: 169527
SAN ANTONIO, TX
Past

October 4, 2018 - November 19, 2018

DOMINION INVESTOR SERVICES, INC.

BD
CRD#: 21548
MARBLE FALLS, TX
Past

February 23, 2017 - April 21, 2017

DOMINION PORTFOLIO MANAGEMENT, INC.

RIA
CRD#: 106918
LAKEWAY, TX
Past

January 30, 2017 - April 21, 2017

DOMINION INVESTOR SERVICES, INC.

BD
CRD#: 21548
LAKEWAY, TX
Past

December 17, 2015 - November 29, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
AUSTIN, TX
Past

December 17, 2015 - November 29, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
AUSTIN, TX
Past

August 17, 2015 - December 23, 2015

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
AUSTIN, TX
Past

August 17, 2015 - December 23, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
AUSTIN, TX
Past

October 29, 2013 - February 13, 2014

LEVEL FOUR ADVISORY SERVICES

RIA
CRD#: 134086
PLANO, TX
Past

November 6, 1995 - August 25, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
AUSTIN, TX
Past

November 6, 1995 - August 25, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
AUSTIN, TX
Past

July 10, 1995 - November 20, 1995

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

August 13, 1993 - July 27, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 19, 1993 - July 27, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

November 13, 1992 - January 19, 1993

PROSPERA FINANCIAL SERVICES, INC.

BD
CRD#: 10740
DALLAS, TX
Past

August 13, 1990 - October 15, 1992

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 23, 1988 - May 2, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

August 24, 1983 - May 2, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/31/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 12/15/2003
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GW
GAGNI WEALTH MANAGEMENT LLC
GAGNI ASSET MANAGEMENT LLC | GAGNI WEALTH MANAGEMENT LLC | GAGNI FINANCIAL SERVICES

CRD#: 169527 / SEC#:

Texas
Registered Investment Advisory firm - (1/3/2014 Approved)
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Contact information


Main Address
17806 Ih 10 Ste. 300, San Antonio, TX 78257
Mailing Address
Phone number
(361) 563-9217
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts264
AUM (Assets Under Management)$ 57,433,326

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GAGNI WEALTH MANAGEMENT LLC

CRD#: 169527

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