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Christopher Stephen Hughes

Investment adviser representative at Burton Enright Welch
20 yearsYears since first job or exam
1 stateRegistered in
CFP® certificationDesignation
$1.6B

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

20 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Burton Enright WelchNov 2020 to now
  2. Del Monte Group, LLCOct 2008 to Oct 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 1 state (CA).

Burton Enright Welch

$1.6B
652Clients
13Advisers
18 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

5095941
118376
Advisor's SEC record (opens in a new tab)
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