Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Duane Story is a financial advisor in Decatur, AL, with over 25 years of experience in the industry. He is a registered representative with LPL Financial LLC, an independent broker/dealer, and is also an investment advisor representative. Christopher has worked in the financial services industry since 1997. Christopher holds a Series 6, Series 7, and Series 66 license as well as the Securities Industry Essentials Examination (SIE). Christopher has experience in various areas, including investment advisory, financial planning, and consulting services. Christopher works with individuals, families, businesses, and institutions.
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
AL
10/05/2022 - Present
LPL Financial LLC (DECATUR AL)
AL
02/13/2013 - 10/06/2022
RAYMOND JAMES & ASSOCIATES, INC. (DECATUR AL)
AL
04/03/2000 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (DECATUR AL)
AL
08/22/1997 - 02/10/2000
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BOTH
Issued 07/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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