Christopher Guy Mcmahan
Professional Summary
Christopher Guy Mcmahan, who also goes by Chris Guy Mcmahan, is a registered financial advisor currently at OAK TREE WEALTH MANAGEMENT located in Corpus Christi, Texas. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Christopher has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chris Guy Mcmahan
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Videos & Posts
This advisor has not added any videos or posts yet.
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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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Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
OAK TREE WEALTH MANAGEMENT | OAK TREE WEALTH MANAGEMENT, LLC
Contact Information
Main Address
101 N. Shoreline Blvd. Suite 304, Corpus Christi, TX 78401Phone Number
(361) 452-0226# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
125AUM (Assets Under Management)
$13,400,000Similar 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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(4/5/2023)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Guy Mcmahan's CRS (Customer Relationship Summary).
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