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Licensing


Christopher M. Carrillo
Financial Advisor

Licenses Held

  • State of Missouri Insurance License

    Lines of Authority:
    - Accident and Health or Sickness
    - Life
    - Variable Life and Variable Annuity


  • Series 65 | Uniform Investment Adviser Law License

Investments

  • Christopher is a fully licensed and registered Investment Advisor
    Representative (IAR) of Exodus Wealth, LLC,
    a Registered Investment Advisor (RIA).

    Exodus Wealth, LLC
    2400 East Commercial Boulevard, Suite 706
    Ft. Lauderdale, FL 33308

  • Christopher is able to conduct investment business nationwide.

Fiduciary

  • As a Financial Advisor, Christopher M. Carrillo is a Fiduciary.

  • When helping clients manage their investments, Christopher does not function as a Broker and he is not affiliated with any Broker Dealer (BD). (As of: 01/01/2020)

Insurance

  • Christopher is licensed to conduct insurance business in:
    - Missouri

    * Additional State Insurance Licenses may be obtained as needed.


Investments: Brokers vs. Advisers
Understanding The Difference


Special Note: For details surrounding our compensation structure, please consult Our Compensation Page.



Vision To Reality



Christopher Carrillo is a Brokerage Insurance Agent with MassMutual Financial Group.

MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives.

Christopher Carrillo offers insurance products through MassMutual as well as other insurance carriers.

Investment Advisory Services offered through Exodus Wealth, LLC, a Registered Investment Advisor. C.M. Carrillo Financial Advising and Exodus Wealth, LLC are separate entities.

Christopher Carrillo does not render tax or legal advice.