Christopher Forrest Prest
Investment adviser representative at Lee Danner & Bass Inc
22 yearsExperience
1 stateRegistered in
$2BFirm assets
38 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Lee Danner & Bass IncMar 2025 to now
- Cypress Capital, LLCJun 2024 to now
- Principal Street PartnersDec 2018 to Apr 2024
- Green Square Capital, LLCJun 2004 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TN).
Lee Danner & Bass Inc
$2BAssets managed
1,020Clients
5Advisers
38 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
- 4666752
- Firm CRD
- 111002