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Chris M
Series 63, Series 65
Poncha Springs, CO
XCountry Financial
Chris Malouf is a financial advisor at XCountry Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, PFS Investments Inc., and Primerica Financial Services. XCountry Financial provides discretionary portfolio management and financial planning services to a diverse client base including individuals, trusts, corporations, and charitable organizations. The firm follows a Modern Portfolio Theory framework, combining passive and active strategies and utilizing third-party model managers, with a mix of asset-based management and fixed-fee or hourly planning options.
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