Christopher James Mortimer
Investment adviser representative at Vest Financial LLC
11 yearsExperience
2 statesRegistered in
$51.8BFirm assets
13 yearsFirm in business
Are you Christopher James Mortimer? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Vest Securities, LLCJun 2022 to now
- Vest Financial, LLCJul 2015 to now
- First Dominion Capital Corp.Sep 2016 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (SC, VA).
Vest Financial LLC
$51.8BAssets managed
180Clients
14Advisers
13 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
- 5374562
- Firm CRD
- 165976