AUMdb
CR

Christopher Paul Romo

CRD 5162290 Certified Financial Planner Chartered Financial Consultant

Firms

FirmRoleAs of
Kestra Advisory Services, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (1)

OrganizationRoleCompensationAs of
Houston Area Sheet Metal Joint Apprenticeship Fund Officer/Director 12/31/2023

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗