Unclaimed
Christopher O'Dell is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. based in Greeneville, Tennessee. Christopher has been in the securities industry since November 19, 2002. Christopher is licensed to provide investment advice in Tennessee, Texas, and numerous other states. Christopher has a comprehensive set of licenses including Series 6, 7, 63, and 65, as well as the SIE exam. Prior to joining Cambridge Investment Research Advisors, Inc., Christopher was registered with LPL FINANCIAL LLC.
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
TN
07/12/2024 - Present
Cambridge Investment Research Advisors, Inc. (Greeneville TN)
TN
10/11/2011 - 11/16/2015
LPL FINANCIAL LLC (GREENEVILLE TN)
TN
10/01/2003 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (GREENEVILLE TN)
TN
11/20/2002 - 10/01/2003
PFIC SECURITIES CORPORATION (FRANKLIN TN)
IA
Issued 11/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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