Christopher Perras
Investment adviser representative at Oak Harvest Investment Services
12 yearsExperience
1 stateRegistered in
ChFC®, CFADesignations
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Oak Harvest Investment ServicesApr 2018 to now
- Self Employed/traderOct 2017 to Apr 2018
- Mosaic AdvisorsApr 2014 to Oct 2017
Designations
- ChFC®
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Oak Harvest Investment Services
Legal name: Oak Harvest Investment Services, LLC
$1.1BAssets managed
978Clients
19Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2401654
- Firm CRD
- 173293