Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Van horn is a financial advisor with Concurrent Investment Advisors, LLC, located in Tampa, FL. Christopher has been in the financial services industry since 2006. Christopher has a variety of licenses and registrations, including Series 7, 63, 66, 24, 52, 53, 31, and 10. Christopher is a registered Investment Advisor Representative in Ohio and has experience with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Concurrent Investment Advisors, LLC is a registered investment advisor with over $6 billion in assets under management. The firm provides a variety of financial services, including financial planning, investment management, and selection of other advisors.
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.
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.
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FL
05/13/2024 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
OH
06/28/2019 - 05/16/2024
RAYMOND JAMES & ASSOCIATES, INC. (CINCINNATI OH)
OH
01/24/2018 - 06/21/2019
THE O.N. EQUITY SALES COMPANY (Cincinnati OH)
OH
10/24/2017 - 01/19/2018
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
OH
04/12/2016 - 09/29/2017
CETERA FINANCIAL SPECIALISTS LLC (LOVELAND OH)
OH
04/25/2012 - 04/12/2016
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
OH
08/02/2010 - 04/24/2012
LINCOLN INVESTMENT (CINCINNATI OH)
OH
10/01/2007 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
OH
06/15/2006 - 09/24/2007
FIDELITY BROKERAGE SERVICES LLC (BLUE ASH OH)
BOTH
Issued 05/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/18/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/01/2008
Series 24 - General Securities Principal Examination
BC
Issued 04/03/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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