Advisor at Perigon Wealth Management, LLC
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Firm
Perigon Wealth Management, LLC
Location
Simpsonville, SC
Credentials
Series 66
Industry experience
9 years
Christina Amor is a financial advisor at Perigon Wealth Management, LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, Shipt, Inc., TD Ameritrade, and Scottrade. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios based on client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular account reviews.
Based on Perigon Wealth Management, LLC
$0+: 0.20% annually +: up to 2.00% annually
Simpsonville, SC
South Carolina
Perigon Wealth Management, LLC
2021 - Present (5 years)
Shipt, Inc.
2020 - 2021 (1 year)
Morgan Stanley
2018 - 2021 (3 years)
TD Ameritrade, INC.
2018 - 2018 (1 year)
TD Ameritrade Investment Management, LLC
2018 - 2018 (1 year)
Scottrade
2016 - 2018 (2 years)
Esurance
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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