linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christian John Leveque

CCM Investment Advisers, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christian? Claim Your Profile

About Christian John Leveque

Christian Leveque is an investment advisor representative with CCM Investment Advisers, LLC. Christian has been in the financial services industry since 2008. Christian holds the following licenses: Series 66, Series 65, Series 7, Series 6TO, and SIE. Christian has experience working with various clients, including charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Christian specializes in investment management for individuals and businesses.

Firm Information

Christian Leveque is currently registered with CCM Investment Advisers, LLC. CCM Investment Advisers, LLC is a Columbia, South Carolina-based investment advisor with over $1 billion in assets under management. The firm offers portfolio management services to individuals, businesses, and charitable organizations. CCM Investment Advisers, LLC also participates in wrap fee programs.
CCM Investment Advisers, LLC

1201 MAIN STREET SUITE 1910

COLUMBIA, SC 29201

$1.09B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christian Leveque’s Registration & Firm History

SC

08/11/2023 - Present

CCM Investment Advisers, LLC (COLUMBIA SC)

CA

11/03/2016 - 02/28/2023

PAYDEN & RYGEL DISTRIBUTORS (LOS ANGELES CA)

GA

09/16/2013 - 08/02/2016

FIRST TRYON SECURITIES, LLC (ATLANTA GA)

GA

04/02/2012 - 07/02/2013

RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)

GA

10/02/2008 - 03/14/2013

MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)

Not sure if Christian John Leveque is right for you?

Licenses & Designations

IA

Issued 08/11/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/14/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christian John Leveque.
Not sure if Christian John Leveque is right for you?