Cristopher Mckay Dockery
Investment adviser representative at Argent Wealth, LLC
12 yearsExperience
1 stateRegistered in
$487.3MFirm assets
5 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Argent Wealth, LLCJan 2024 to now
- Pinnacle Wealth, LLCJun 2021 to now
- Pinnacle TrustOct 2014 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MS).
Argent Wealth, LLC
$487.3MAssets managed
470Clients
6Advisers
5 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
- 5870461
- Firm CRD
- 311685