Chris J. Held, Cfp®, Crps®

Chris J. Held, Cfp®, Crps® Email and Phone Number

Managing Partner - Private Wealth Advisor @ Element Wealth Management
California, United States
Chris J. Held, Cfp®, Crps®'s Location
San Francisco Bay Area, United States
About Chris J. Held, Cfp®, Crps®

My commitment is delivered through three core principles: 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠-𝐁𝐚𝐬𝐞𝐝 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 ∙

Chris J. Held, Cfp®, Crps®'s Current Company Details
Element Wealth Management

Element Wealth Management

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Managing Partner - Private Wealth Advisor
California, United States
Chris J. Held, Cfp®, Crps® Work Experience Details
  • Element Wealth Management
    Managing Partner - Private Wealth Advisor
    Element Wealth Management
    California, United States
    View
  • Element Wealth Management
    Managing Partner - Private Wealth Advisor
    Element Wealth Management Mar 2019 - Present
    Walnut Creek, California
    Chris Held is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.CRPS designation conferred by College for Financial Planning.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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  • Morgan Stanley
    Portfolio Manager, Financial Advisor, Associate Vice President
    Morgan Stanley May 2012 - 2019
    Walnut Creek, California
    Licenses and Certifications:General Securities License - Series 7 Uniform Combined State Law - Series 66CA Insurance License #0E56816CERTIFIED FINANCIAL PLANNER™ - CFP®Chartered Retirement Plans Specialist℠ - CRPS®NMLS#: 1272863
    View
  • Wells Fargo Advisors
    Financial Advisor, Associate Vice President
    Wells Fargo Advisors Apr 2004 - Apr 2012
    Walnut Creek
    View

Chris J. Held, Cfp®, Crps® Education Details

Frequently Asked Questions about Chris J. Held, Cfp®, Crps®

What company does Chris J. Held, Cfp®, Crps® work for?

Chris J. Held, Cfp®, Crps® works for Element Wealth Management

What is Chris J. Held, Cfp®, Crps®'s role at the current company?

Chris J. Held, Cfp®, Crps®'s current role is Managing Partner - Private Wealth Advisor.

What schools did Chris J. Held, Cfp®, Crps® attend?

Chris J. Held, Cfp®, Crps® attended San Francisco State University, Minnesota State University, Mankato, Robbinsdale Armstrong Senior High School.

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