Christopher Alan Whitaker
Investment Adviser Representative at APRIEM ADVISORS
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Christopher Alan Whitaker has worked in the securities industry since 2017. They are registered to provide investment advisory services in California and Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Wealth Management - First $5,000,000 | 0.95% |
| Wealth Management - Next $5,000,000 | 0.75% |
| Wealth Management - Next $10,000,000 | 0.50% |
| Wealth Management - Greater than $20,000,000 | 0.00% |
| Institutional Pricing - Flat (min $10M) | 0.75% |
| Charitable Services - First $1,000,000 | 0.50% |
| Charitable Services - Next $4,000,000 | 0.45% |
| Charitable Services - Next $5,000,000 | 0.40% |
| Charitable Services - Next $10,000,000 | 0.30% |
| Retirement Plan Services - Flat (min $5,000) | 0.75% |
Apriem Advisors Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at APRIEM ADVISORS
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