Verified
Christopher Paydock is a financial advisor with over 25 years of experience in the financial services industry. Christopher is currently registered with Osaic Wealth, Inc. and is licensed in multiple states. Christopher has a strong background in providing investment advice to both individuals and businesses, as well as offering financial planning and pension consulting 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.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (ROSEVILLE CA)
CA
01/29/2021 - 06/14/2024
SECURITIES AMERICA, INC. (ROSEVILLE CA)
CA
11/29/2017 - 02/04/2021
LPL FINANCIAL LLC (ROSEVILLE CA)
CA
01/08/2014 - 11/29/2017
NATIONAL PLANNING CORPORATION (ROSEVILLE CA)
CO
01/06/2010 - 01/07/2014
CURIAN CLEARING, LLC (DENVER CO)
TN
11/10/2008 - 12/31/2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
CO
01/07/2005 - 10/20/2008
ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
NJ
12/15/2003 - 12/13/2004
PERSHING LLC (JERSEY CITY NJ)
PA
06/26/2003 - 12/15/2003
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
OH
08/01/2000 - 06/09/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
06/03/1998 - 02/01/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/24/1996 - 12/31/1996
BUCKHEAD FINANCIAL CORPORATION
NY
05/18/1995 - 02/27/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
09/27/1994 - 04/20/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 06/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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