CW
Christopher J. Wootton
WOOTTON FINANCIAL GROUP
Conroe, TX 77304
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CRD#: 5428911
CW
Professional summary
Christopher Jason Wootton, ChFC® is a registered financial advisor currently at WOOTTON FINANCIAL GROUP INC located in Conroe, Texas and PINKERTON WEALTH PARTNERS located in Conroe, Texas.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Christopher has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Jason Wootton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 31, 2008 - Present
WOOTTON FINANCIAL GROUP INC
Office #1: Commonwealth Centre 2040 North Loop 336 W, Suite 125, Conroe, TX 77304RIA
CRD#: 114641
Conroe, TX
Current
March 30, 2026 - Present
PINKERTON WEALTH PARTNERS
Office #1: 2040 N Loop 336 West Suite 125, Conroe, TX 77304RIA
CRD#: 120973
CONROE, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PINKERTON WEALTH PARTNERS
CMR FINANCIAL ADVISORS | WOOTTON FINANCIAL GROUP | STOECKLEIN FINANCIAL SERVICES | ROBERT OLSEN INVESTMENT GROUP, LLC | PWP | PRS | PINKERTON WEALTH, LLC | PINKERTON WEALTH PARTNERS LLC | PINKERTON WEALTH PARTNERS | PINKERTON WEALTH MANAGEMENT | PINKERTON RETIREMENT SPECIALISTS, LLC | PINKERTON RETIREMENT SPECIALISTS | PINKERTON PRIVATE WEALTH | PINKERRTON RETIREMENT SPECIALISTS,LLC | OSTLUND WEALTH ADVISORS | LINKED WEALTH | ESTATE STRATEGIES, INC.
CRD#: 120973 / SEC#: 801-71563
RIA
Registered Investment Advisory firm - (6/15/2010 Approved)Idaho
Registered Investment Advisory firm - (10/2/2006 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/31/2008)
Current Firm
PW
PINKERTON WEALTH PARTNERS
CMR FINANCIAL ADVISORS | WOOTTON FINANCIAL GROUP | STOECKLEIN FINANCIAL SERVICES | ROBERT OLSEN INVESTMENT GROUP, LLC | PWP | PRS | PINKERTON WEALTH, LLC | PINKERTON WEALTH PARTNERS LLC | PINKERTON WEALTH PARTNERS | PINKERTON WEALTH MANAGEMENT | PINKERTON RETIREMENT SPECIALISTS, LLC | PINKERTON RETIREMENT SPECIALISTS | PINKERTON PRIVATE WEALTH | PINKERRTON RETIREMENT SPECIALISTS,LLC | OSTLUND WEALTH ADVISORS | LINKED WEALTH | ESTATE STRATEGIES, INC.
CRD#: 120973 / SEC#: 801-71563
RIA
Registered Investment Advisory firm - (6/15/2010 Approved)Idaho
Registered Investment Advisory firm - (10/2/2006 Terminated)PREMIUM
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Contact information
Main Address
2000 John Loop, Coeur D'alene, ID 83814
Mailing Address
Phone number
(800) 634-2008
Established
Firm type
Fiscal year end
# of Employees
49
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,361 |
| AUM (Assets Under Management) | $ 1,439,082,849 |
Red Flags
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Company Information
PINKERTON WEALTH PARTNERS
CRD#: 120973Conroe, TX 77304TRUST BUT VERIFY
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