Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris McElhannon has been a registered investment advisor since 1994. Chris has been with BFC Planning, Inc. since 2015. Prior to that, Chris worked with NYLIFE SECURITIES INC. Chris holds Series 6, 7, 63 and 65 securities licenses. Chris has specializations in Fixed Annuities, Variable Annuities and Mutual Funds. Chris's areas of expertise include Financial Planning, Portfolio Management for Individuals and Selection of Other Advisers. Chris also has experience working with high net worth individuals, charitable organizations and corporations. BFC Planning, Inc. is an investment advisory firm with offices in Cedar Rapids, IA and Hammond, LA. BFC Planning, Inc. offers financial planning and portfolio management services to individuals, corporations, and other entities. The firm has approximately $1.84 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
LA
03/11/2015 - Present
BFC Planning, Inc. (HAMMOND LA)
NY
01/04/1994 - 01/31/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 03/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chris McElhannon is the right advisor for you? Invested Better is here to help.
