Christopher Robert Pelch
Investment adviser representative at Vance Wealth
13 yearsExperience
1 stateRegistered in
$893.6MFirm assets
6 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Vance Wealth, Inc.Feb 2021 to now
- Checchi Capital Advisers, LLCJul 2019 to Feb 2021
- KuduJun 2018 to Sep 2018
- Eliqs, LLCJan 2018 to May 2020
- Ucla Anderson SchoolJul 2017 to Jun 2019
- Raymond James Financial ServicesMay 2013 to Jul 2017
- Raymond James Financial Services Advisors Inc.May 2013 to Jul 2017
- Vance Wealth GroupMay 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Vance Wealth
Legal name: Vance Wealth, LLC
$893.6MAssets managed
428Clients
13Advisers
6 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
- 6106079
- Firm CRD
- 310162