Unclaimed
Christopher Childers is a financial advisor with IP Financial Advisory Services LLC, a registered investment advisor based in Charlotte, NC. Christopher is a Registered Representative and Investment Advisor Representative. Christopher's career in the industry began in 1992 and is licensed in both North Carolina and Iowa. Christopher offers a variety of services including financial planning, retirement planning, and portfolio management. In addition to working with individual clients, Christopher also provides consulting services to qualified retirement plans.
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.
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 services to qualified retirement plans
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.
Recurring fees
1
2
NC
11/17/2023 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
IA
10/01/2009 - 05/11/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (DES MOINES IA)
IA
02/02/1995 - 10/30/2009
NEW ENGLAND SECURITIES (DES MOINES IA)
MA
01/06/1992 - 02/08/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/06/1992 - 02/08/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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