Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Edward Thomas is a financial advisor in Roanoke, Virginia. Christopher has been in the industry since June 6, 1992, and is currently registered with Truist Advisory Services, Inc. Christopher also holds registrations with the states of Texas and Virginia, Previously, Christopher was registered with Wells Fargo Clearing Services, LLC, SunTrust Investment Services, Inc., Crestar Securities Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Christopher has a CFP® designation.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
06/28/2022 - Present
Truist Advisory Services, Inc. (ROANOKE VA)
VA
04/05/2010 - 07/06/2022
WELLS FARGO CLEARING SERVICES, LLC (ROANOKE VA)
VA
05/26/2000 - 04/05/2010
SUNTRUST INVESTMENT SERVICES, INC. (ROANOKE VA)
VA
10/30/1995 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
MN
05/17/1993 - 09/14/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/17/1993 - 09/14/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CO
07/07/1992 - 07/30/1992
KOBER FINANCIAL CORP. (ENGLEWOOD CO)
NA
07/08/1991 - 07/09/1992
J. W. GANT & ASSOCIATES, INC.
IA
Issued 05/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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