Christopher Halford

Employer firm

Fiduciary Trust Private Wealth Counsel LLC CRD 318579

$18.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1994 → Present
  Self-Employed
  Kansas City, MO
• 01/1995 → Present
  Security Investment Company Of Kansas City
  Kansas City, MO
• 09/2012 → 09/2016
  Generation Technologies
  Overland Park, KS
• 11/2016 → 05/2017
  Ricoh
  Lenexa, KS
• 05/2017 → 04/2019
  Service Corporation International
  Kansas City, KS
• 04/2019 → 09/2019
  Unemployed
  Olathe, KS
• 11/2021 → Present
  Fiduciary Trust Private Wealth Counsel
  The Villages, FL
• 09/2019 → Present
  Virtue Financial Advisors
  Kansas City, KS
• 11/2021 → Present
  Fiduciary Trust Private Wealth Counsel Llc
  Kansas City, KS

Other Businesses

Fixed and Fixed-Index annuities. Commissions paid by insurance company 2) Christopher Halford is an Actor; Investment related: No; Location: 11922 S Hagan Street Olathe KS 66062; Start date: 2006-12-04; Description: On stage theatre and commercial ad acting; Responsibilities Duties: Acting on theatre stages and commercial ads; 2 Hours per month during trading hours; 10 Hours per month outside trading hours; 1% of total yearly compensation derived from the business. 3) Christopher Halford works in Sales at Fixed Index Annuity Sales; Investment related: Yes; Location: 10840 Parallel Parkway Kansas City KS 66109; Start date: 2019-10-01; Description: Fixed Index Annuity Sales; Responsibilities Duties: Business development; 20 Hours per month during trading hours; 10 Hours per month outside trading hours; 50% of total yearly compensation derived from the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-28
• S63 Uniform Securities Agent State Law Examination
  1998-02-05

Other Names

• Christopher Bryan Halford