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Christopher Arthur Markos

CHOICE WEALTH ADVISORS LLC·WATERVILLE, Maine
SIE, Series 7, Series 66CFPClean record18 years registeredCHOICE WEALTH ADVISORS LLC
325-D KENNEDY MEMORIAL DRIVE, WATERVILLE, ME 04901CRD# 5523951Firm CRD# 297745

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Arthur Markos · WATERVILLE, ME
Registration
CRD #5523951 · CHOICE WEALTH ADVISORS LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

CETERA INVESTMENT ADVISERS LLC
Mar 2024 – present
CHOICE WEALTH ADVISORS LLC
Aug 2018 – present
CETERA ADVISORS LLC
Oct 2016 – Mar 2024
GREENWOOD VILLAGE, IL
INVESTORS CAPITAL ADVISORY
Sep 2013 – Oct 2016
WATERVILLE, ME
CETERA INVESTMENT SERVICES LLC
Nov 2011 – Sep 2013
GARDINER, ME
SORRENTO PACIFIC FINANCIAL, LLC
Jun 2008 – Nov 2011
BRUNSWICK, ME
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 18, 2008
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHOICE WEALTH ADVISORS LLC
CRD 297745 · SEC 801-113869
AUM
$256M
Regulatory assets under management
Employees
4
1,235 client accounts
Services offered by CHOICE WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CHOICE WEALTH ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Christopher Arthur Markos offer?
Christopher Arthur Markos specializes in Financial Planning, Investment Management. Contact their office in WATERVILLE, Maine for a consultation.
What are Christopher Arthur Markos's credentials?
Christopher Arthur Markos holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Christopher Arthur Markos located?
Christopher Arthur Markos is based in WATERVILLE, Maine, working with CHOICE WEALTH ADVISORS LLC. Their office serves clients in the WATERVILLE metropolitan area and surrounding communities.
How does Christopher Arthur Markos charge for services?
Christopher Arthur Markos's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHOICE WEALTH ADVISORS LLC?
CHOICE WEALTH ADVISORS LLC has approximately 4 employees and manages $256M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHOICE WEALTH ADVISORS LLC

Richard Neal Forsley
WATERVILLE, ME

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