Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Morrill is a financial professional with over 20 years of experience in the financial services industry. He is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc. and has worked with clients in Colorado, Michigan, New Jersey, New Mexico, Ohio, Texas, and Utah. Christopher is a member of the Cambridge Investment Research Advisors, Inc. team. His current office is located at 389 N University Avenue, Provo, UT 84601. Christopher has a diverse background, having worked with AXA Advisors, LLC and MONY Securities Corporation. His expertise spans multiple areas, including financial planning, pension consulting, and portfolio management for individuals and businesses. Christopher Morrill is committed to providing high-quality financial advice and services to help his clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
UT
01/20/2016 - Present
Cambridge Investment Research Advisors, Inc. (Provo UT)
UT
08/03/2004 - 01/20/2016
AXA ADVISORS, LLC (SALT LAKE CITY UT)
NY
02/18/1998 - 09/02/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 04/19/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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