Christopher Robert Mccall
Investment adviser representative at Journey Beyond Wealth
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$250.3MFirm assets
Are you Christopher Robert Mccall? Claim your profile
Contact this firm
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
17 years in the industry.
- Journey Beyond Wealth, LLCMay 2019 to now
- Avera Wealth Advisors, LLCApr 2019 to Dec 2024
- Diversified Trust CompanyNov 2009 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Journey Beyond Wealth
Legal name: Journey Beyond Wealth, LLC
$250.3MAssets managed
109Clients
4Advisers
3 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
- 4709839
- Firm CRD
- 290367