Unclaimed
Christopher House is a financial advisor with Creative Planning. Christopher has been in the industry since 2010 and has experience in the areas of financial planning, portfolio management, and retirement planning. Christopher is a Certified Financial Planner and holds the Series 7, Series 63, and Series 66 licenses. Christopher is registered to provide investment advice in New Jersey. Christopher is located in Voorhees, NJ. Creative Planning is a financial advisory firm with over $175 billion in assets under management. The firm provides a variety of services to individuals, families, businesses, and institutions.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/29/2016 - Present
Creative Planning (Voorhees NJ)
PA
08/15/2013 - 03/24/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
04/09/2012 - 07/25/2013
TD AMERITRADE, INC. (PHILADELPHIA PA)
NE
11/12/2010 - 07/14/2011
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 05/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Christopher House is the right advisor for you? Invested Better is here to help.