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Christian Patrick Pearson

Turning Point Financial Advisory

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About Christian Patrick Pearson

Christian Pearson is a financial advisor registered with Turning Point Financial Advisory. Christian has over 20 years of experience in the financial services industry. Christian holds the Series 6, Series 63, and Series 65 licenses and is also a Chartered Financial Consultant. In addition to financial planning, Christian also provides portfolio management for individuals. Christian is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Christian Pearson is currently registered with Turning Point Financial Advisory. Turning Point Financial Advisory is a financial advisory firm that offers financial planning, pension consulting, and portfolio management for individuals. The firm is based in [Location is not available in the data].

Not reported

Assets Under Management

Not reported

Total Clients

1

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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fixed fees

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

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percentage of assets

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

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Christian Pearson’s Registration & Firm History

FL

05/05/2023 - Present

Turning Point Financial Advisory (Riverview FL)

PA

07/26/2002 - 12/19/2016

MML INVESTORS SERVICES, LLC (NEW CASTLE PA)

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Licenses & Designations

IA

Issued 12/06/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christian Patrick Pearson.
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