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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 Odle is a financial advisor with Avantax Advisory Services. Christopher has been in the financial services industry since 2003 and is registered with the state of Indiana, Texas and other states. Christopher holds the Series 7, 66, and 24 licenses. Christopher is a Certified Financial Planner. Christopher's expertise is in financial planning, investment planning, risk management, cash flow and budgeting, and company retirement plans. Christopher also provides tax preparation and tax planning services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IN
01/25/2024 - Present
Avantax Advisory Services (Noblesville IN)
IN
01/23/2008 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (INDIANAPOLIS IN)
TX
02/17/2005 - 08/08/2006
MUTUAL SERVICE CORPORATION (FRISCO TX)
NY
10/22/2003 - 01/28/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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