Christian George Orms
Professional Summary
Christian George Orms, who also goes by Chris Orms, Christian Orms, is a registered financial advisor currently at OPTIMA CAPITAL MANAGEMENT located in Billings, Montana. Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Christian has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chris Orms, Christian Orms
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Videos & Posts
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D.A. DAVIDSON & CO.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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D.A. DAVIDSON & CO.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
OPTIMA CAPITAL MANAGEMENT | OPTIMA CAPITAL MANAGEMENT, INC.
Contact Information
Main Address
404 N. 31st Street Suite 112, Billings, MT 59101Phone Number
(406) 208-0208# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
46AUM (Assets Under Management)
$36,770,920Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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D.A. DAVIDSON & CO.
State Registrations and Notice Filings
(4/4/2012)
(4/22/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Jan 1998Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Christian George Orms's CRS (Customer Relationship Summary).
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D.A. DAVIDSON & CO.
