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Christopher Mckissick

Advisor at OSAIC Institutions, INC.

Updated today

Location

Jennerstown, PA 15547

Credentials

Series 63, Series 66

Industry experience

12 years

About

Christopher Mckissick is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at FIRST Commonwealth Bank since 2007, where he also participates in the bank’s trust division. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements. The firm’s approach includes both discretionary and predominantly non-discretionary asset management, with offerings that include financial planning, ERISA plan services, alternative investments, and lending solutions.

Client services

Based on OSAIC Institutions, INC.

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

Expertise

Based on OSAIC Institutions, INC.

Annuities Tax-loss harvesting

Occupation focus

Based on OSAIC Institutions, INC.

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.

Percentage

$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program

Commissions

Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.

Project-based

Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.

Other

Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.

Location

1626 Pitt Street

Jennerstown, PA 15547

Most active in

Pennsylvania

Work history

Infinex Investments, Inc.

2015 - Present (11 years)

FIRST Commonwealth bank

2007 - Present (19 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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Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner
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