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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bonner North is an investment advisor representative with Creative Planning. Christopher Bonner North has been in the industry since 1994 and has worked for several firms, including Fidelity Brokerage Services LLC, Quick & Reilly, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher Bonner North is registered with the state of Connecticut and Texas as an Investment Advisor Representative.
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.
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.
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2
KS
02/05/2019 - Present
Creative Planning (OVERLAND PARK KS)
CT
07/18/2003 - 02/14/2012
FIDELITY BROKERAGE SERVICES LLC (STAMFORD CT)
NY
10/30/2002 - 06/25/2003
QUICK & REILLY, INC. (NEW YORK NY)
NY
12/12/1994 - 10/24/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/22/1994 - 10/14/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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