Unclaimed
Christopher Ravlin is a financial advisor based in Meridian, Idaho. Christopher has been working in the financial services industry since 2002. Christopher is currently registered with LPL Financial LLC. Christopher is a registered representative with the state of Idaho and holds Series 7 and Series 63 licenses, as well as the SIE and Series 65 exams. Christopher has previously worked with Ameriprise Financial Services, LLC, Wells Fargo Clearing Services, LLC and Edward Jones.
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
ID
01/03/2024 - Present
LPL Financial LLC (Meridian ID)
ID
07/01/2020 - 01/11/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Meridian ID)
ID
11/26/2004 - 07/06/2020
WELLS FARGO CLEARING SERVICES, LLC (BOISE ID)
MO
06/04/2002 - 11/03/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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