Unclaimed
Chris Fletcher is a financial advisor who has been in the industry since 1998. Chris is currently registered with LPL Financial LLC. Chris has also been registered with Securities America, Inc. and WFG Investments, Inc. Chris has a Series 6, Series 7 and SIE license and is a Certified Financial Planner. Chris provides financial planning, consulting and other non-discretionary advisory services. Chris is licensed to provide financial services in Florida, Georgia, Illinois, North Carolina, South Carolina, Texas, Utah, and Virginia.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
04/17/2020 - Present
LPL Financial LLC (ATLANTA GA)
GA
02/24/2011 - 04/17/2020
SECURITIES AMERICA, INC. (TUCKER GA)
GA
01/03/2005 - 02/28/2011
WFG INVESTMENTS, INC. (ATLANTA GA)
TX
03/09/1999 - 12/31/2004
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
VT
02/11/1998 - 03/10/1999
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 02/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chris Fletcher is the right advisor for you? Invested Better is here to help.