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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Dunlap is a financial advisor with Cambridge Investment Research Advisors, Inc. Christopher has been in the financial services industry since June 13, 2004. Christopher holds Series 63, 65, 7, and SIE licenses and is a Certified Financial Planner. Christopher has been registered with Cambridge Investment Research Advisors, Inc. since April 2016. Christopher's previous experience includes working with LPL FINANCIAL LLC and UVEST FINANCIAL SERVICES GROUP, INC. Christopher provides financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.
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
IL
06/06/2018 - Present
Cambridge Investment Research Advisors, Inc. (McHenry IL)
IL
11/02/2010 - 04/07/2016
LPL FINANCIAL LLC (MCHENRY IL)
IL
06/03/2004 - 11/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (MCHENRY IL)
IA
Issued 04/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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