| Advisor Profile |
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| Name: |
Chris Belchamber |
| Phone Number: |
(301) 841-7916 |
| Website: |
Visit Website
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Business Description |
The combination of independence and over 20 years extensive trading and investment experience enables CB Investment Management to provide exceptional and highly competitive investment services.
My service specializes in providing low cost, low risk, yet high returns. I believe that this is in the best interest of most investors, but is rarely provided.
As a trader and investor who worked successfully for years as a Managing Director on the proprietary trading desk of one of London's largest investment banks, I am now fuly focused on investing my clients assets in line with how I invest my own capital. |
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General Information |
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| Name of Custodial Firm: |
TD Ameritrade
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| States Licensed in: |
MD, VA
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| States Willing to do Business in: |
All states up to 5 clients per state, outside MD and VA.
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| Years of Experience in Financial Services: |
22
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| Number of Years with Current Firm: |
5
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| I work with the following types of clients: |
Individual Investors
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Education |
| Academic Background |
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| MA, Mathematics - Oxford University |
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Services |
| Investment Types: |
Commodities, Mutual Funds, FOREX & Currency, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Bonds, Stocks
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Qualifications & Memberships |
| Securities Licenses: |
Series 6
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Firm's Number of Clients: |
30
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| Firm's Number of Planning Clients: |
30
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| Firm's Number of Managed Clients: |
30
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| Assets Managed by Firm: |
$8,000,000
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| Advisor's Number of Clients: |
30
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| Advisor's Number of Managed Clients: |
30
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| Advisor's Number of Planning Clients: |
30
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| Assets Managed by Advisor: |
$8,000,000
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Compliance |
| Registered Investment Advisor: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-only financial professional: |
Yes
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| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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| Compensation Methods: |
Based on Assets, Hourly
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| Fee % Based on Assets: |
1%
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| Additional Details on Charges: |
I guarantee that my fees will not exceed the national averages as supplied to me by Capital Markets Compliance. There is a declining scale according to size of assets.
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| Prepared By: |
Chris Belchamber |
| Most Recent Update: |
08/05/2008 |
Frequently Asked Questions |
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