Christian G. 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christian George Orms's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 4, 2012 - Present
OPTIMA CAPITAL MANAGEMENT
Office #1: 404 N. 31st Street Suite 112, Billings, MT 59101May 15, 2007 - December 31, 2012
HORIZON CAPITAL PARTNERS LLC
May 2, 1994 - December 7, 2001
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/4/2012)
(4/22/2022)
Exams
Series 8
Date: 1/9/1998
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
OPTIMA CAPITAL MANAGEMENT
CRD#: 132775 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 41 |
| AUM (Assets Under Management) | $ 34,059,795 |
Red Flags
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Company Information
OPTIMA CAPITAL MANAGEMENT
CRD#: 132775Billings, MT 59101TRUST BUT VERIFY
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