Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Vance is a financial advisor with LPL Financial LLC, a leading independent broker-dealer. Christopher has been in the financial services industry since 2007 and has a strong background in investment management, financial planning, and retirement planning. Christopher is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Christopher has been registered with the Securities and Exchange Commission (SEC) since 2012 and holds a variety of licenses and certifications, including the Series 7, Series 66, Series 53, Series 4, and Series 24 licenses. Christopher also holds a Series 52TO license, which allows him to provide municipal securities advice. In addition to his work with LPL Financial, Christopher has also worked with Waddell & Reed, Inc. and Ameriprise Financial Services, Inc. Christopher is a dedicated professional who is committed to providing his clients with the highest level of service.
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
KS
08/10/2021 - Present
LPL Financial LLC (OVERLAND PARK KS)
KS
06/18/2012 - 09/15/2021
WADDELL & REED (OVERLAND PARK KS)
MO
10/05/2009 - 06/15/2012
AMERIPRISE FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
10/31/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (KANSAS CITY MO)
KS
06/19/2002 - 09/18/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 12/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/14/2017
Series 4 - Registered Options Principal Examination
BC
Issued 07/10/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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