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Christopher Music

Advisor at Cetera

Updated today

Location

Huntington, WV 25705

Credentials

Series 66

Industry experience

7 years

About

Christopher Music is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera Wealth Services, Summit Brokerage Services, and WealthBridge Investments. Outside of finance, he owns and operates Chris Music Productions, a music production and audio engineering company. Cetera Investment Advisers serves a broad client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with an institutional trust platform.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

3756 Us Route 60, Ste 320

Huntington, WV 25705

Most active in

West Virginia

Work history

Cetera

2023 - Present (3 years)

Cetera Wealth Services, LLC

2019 - Present (7 years)

WealthBridge Investments

2017 - Present (9 years)

Summit Brokerage Services Inc.

2017 - 2019 (2 years)

Chris Music Productions

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Factor investing / smart beta Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Retirement plans for business owners (SEP, solo 401k) General tax planning General estate planning guidance Active portfolio management Options & derivatives strategies
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Barboursville, WV

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General retirement planning Income planning General tax planning Life insurance needs analysis
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Malcolm M

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Huntington, WV

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Active portfolio management Concentrated stock management Options & derivatives strategies Private / alternative investments
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Joseph U

Series 63, Series 65

Huntington, WV

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Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Huntington, WV

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ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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