Unclaimed
Christopher Murtha is a financial advisor registered with Lincoln Investment and Capital Analysts. Christopher has been in the financial services industry since 1996 and has a strong track record of providing personalized financial advice to his clients. Christopher is committed to helping his clients achieve their financial goals, whether it is planning for retirement, saving for college, or protecting their assets. He is also a registered representative in 12 states, including Connecticut, California, Colorado, Florida, and Georgia. He specializes in investment advisory services for individuals and businesses. Christopher's main area of expertise is in providing financial advice to high-net-worth individuals.
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.
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.
1
2
CT
09/27/2007 - Present
Lincoln Investment (HARTFORD CT)
CT
04/17/2007 - 09/07/2007
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
NE
09/05/1996 - 07/29/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 11/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/03/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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