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FIND A CONCHO TRANSACTIONS FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at CONCHO TRANSACTIONS

CRD#: 339157
BD

Looking for a Financial Advisor at CONCHO TRANSACTIONS?

We have compiled every financial advisor who works at CONCHO TRANSACTIONS in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.

FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for CONCHO TRANSACTIONS Comes From

Understanding the Statistics for CONCHO TRANSACTIONS and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
30 Umbria Ln, Spring, TX 77382
Mailing Address
30 Umbria Ln, Spring, TX 77382
Firm Size
Small
Phone Number
(786) 778-8748
Established
Texas since 02/08/2024
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
DALBY, TAYLOR RICHARDMANAGING DIRECTOR6691330
CHRISTOFILIS, CHARLES ANTHONYCHIEF COMPLIANCE OFFICER, AMLCO1518196
FITZGERALD, HEATHERFINOP4427665

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at CONCHO TRANSACTIONS

CC

Charles Anthony Christofilis

Charles A Christofilis
RR
CRD#: 1518196
Location:
Spokane Valley, WA 99216

Registered Affiliation(s):RETOKENS CAPITAL LLC

Disclosures:
Experience:
26 years
TD

Taylor Richard Dalby

RR
CRD#: 6691330
Location:
Spring, TX 77382

Registered Affiliation(s):CONCHO TRANSACTIONS

Disclosures:
Experience:
10 years

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