Christopher Dale Metscher
Investment adviser representative at Sunbelt Securities
12 yearsExperience
7 statesRegistered in
CFP® certificationDesignation
$2.6BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Sunbelt Securities, Inc.Jan 2011 to now
- Familywealth Advisers, LLCJan 2018 to Oct 2023
- Advisorsource.com, LLCSep 2017 to Dec 2017
- Jolliffe Capital, Inc.Mar 2013 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 7 states (CA, CO, FL, NM, TX, VA, WY).
Sunbelt Securities
Legal name: Sunbelt Securities, Inc.
$2.6BAssets managed
6,241Clients
63Advisers
16 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
- 3230689
- Firm CRD
- 42180