Unclaimed
Christopher Malphurs is a financial advisor registered with LPL Financial LLC and has been in the industry since April 2009. Christopher holds a Series 66 license and is a Certified Financial Planner. Christopher has previously worked for Invest Financial Corporation, SunTrust Investment Services, Inc., and CUNA Brokerage Services, Inc. Christopher provides financial planning, portfolio management, and consulting services to individuals, families, and businesses. Christopher has a strong commitment to helping his clients achieve their financial goals.
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
FL
02/14/2018 - Present
LPL Financial LLC (KEYSTONE HEIGHTS FL)
FL
07/19/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (GAINESVILLE FL)
FL
07/09/2015 - 07/18/2017
SUNTRUST INVESTMENT SERVICES, INC. (NEWBERRY FL)
FL
04/23/2009 - 07/10/2015
CUNA BROKERAGE SERVICES, INC. (GAINESVILLE FL)
BOTH
Issued 05/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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