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Cristopher McKay Dockery

Investment Adviser Representative at Argent Wealth, LLC

Ridgeland, MSCRD #5870461Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Cristopher Mckay Dockery is an investment adviser representative with Argent Wealth, LLC in Ridgeland, MS, where they have been registered since 2021. They have worked in the securities industry since 2017 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Mississippi.

Office

1020 Highland Colony Parkway, Suite 603
Ridgeland, MS 39157

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Mississippi

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/2/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 3/28/2011
SIE
Securities Industry Essentials Examination
Passed 9/1/2015
Series 7
General Securities Representative Examination
Passed 1/14/2011

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Argent Wealth, LLCCurrent
6/11/2021 – Ridgeland, MS
Merrill Lynch, Pierce, Fenner & Smith Incorporated
5/5/2011 – 10/14/2014Ridgeland, MS

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Pinnacle Trust
    Oct 2014 – Jun 2021Madison, MS
  2. Pinnacle Wealth, LLC
    Jun 2021 – no end date reportedMadison, MS

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Argent Wealth, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$250,000 (waivable)
Estimated blended rate
0.015

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning, asset management, corporate retirement plans, and trust services. Investment products include bonds, common stock, IRAs (Traditional, Roth, SEP, Simple, Educational), brokerage accounts, treasury bills, government securities, treasury notes, and variable annuities. Financial planning services include retirement plans, tax plans, 401(k) and 403(b) planning, college plans, estate plans, money purchasing plans, and profit sharing plans.

Financial PlanningInsurance
Firm areas of expertise
Retirement PlanningAsset ManagementFinancial PlanningEstate PlanningTax Planning401(k) PlanningCollege PlanningTrust ServicesSocial SecurityWealth Preservation

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
1
Main office:
Ridgeland, MS
SEC file number:
801-120152

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 30, 2026

View full firm profile

Other advisors at Argent Wealth, LLC

5 other advisors in the directory

View Argent Wealth, LLC firm profile

Similar advisors in Ridgeland, MS

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cristopher McKay Dockery has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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