Unclaimed Profile

Christopher Elliott Pate

WESTERN RESEARCH AND MANAGEMENT, L.L.C.·FORT WORTH, Texas

SIE, Series 7, Series 66Clean record15 years registeredWESTERN RESEARCH AND MANAGEMENT, L.L.C.

3100 W SEVENTH STREET, FORT WORTH, TX 76107CRD# 5910801Firm CRD# 109509

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Elliott Pate · FORT WORTH, TX

Registration

CRD #5910801 · WESTERN RESEARCH AND MANAGEMENT, L.L.C. · 15 years registered

Brand Profile

Not yet started

Career History

TRUE NORTH ADVISORS, LLC

Feb 2019 – present

WESTERN RESEARCH AND MANAGEMENT, L.L.C.

Aug 2011 – May 2019

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 3, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESTERN RESEARCH AND MANAGEMENT, L.L.C.

CRD 109509 · SEC 802-116810

AUM

$284M

Regulatory assets under management

Services offered by WESTERN RESEARCH AND MANAGEMENT, L.L.C.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WESTERN RESEARCH AND MANAGEMENT, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Christopher Elliott Pate offer?

Christopher Elliott Pate specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in FORT WORTH, Texas for a consultation.

What are Christopher Elliott Pate's credentials?

Christopher Elliott Pate is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Elliott Pate located?

Christopher Elliott Pate is based in FORT WORTH, Texas, working with WESTERN RESEARCH AND MANAGEMENT, L.L.C.. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Christopher Elliott Pate charge for services?

Christopher Elliott Pate's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WESTERN RESEARCH AND MANAGEMENT, L.L.C.?

WESTERN RESEARCH AND MANAGEMENT, L.L.C. is a registered investment adviser with the SEC, managing $284M in regulatory assets under management. See their Form ADV for full details.

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