Unclaimed
Christopher Coyer is an Investment Advisor Representative with LPL Financial LLC, licensed in Nevada and Texas. Christopher has been in the financial services industry since 1998. Christopher has extensive experience in financial planning, portfolio management for individuals and businesses, and consulting services. Christopher has worked with several firms throughout their career including Transamerica Financial Advisors, Inc., Transamerica Capital, Inc., Directed Services LLC, Conseco Equity Sales, Inc., ING Funds Distributor, Inc., BirchTree Financial Services, Inc., Select Capital Corporation, and National Planning Corporation. Christopher is committed to providing their clients with personalized financial advice and helping them 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
NV
01/28/2025 - Present
LPL Financial LLC (LAS VEGAS NV)
NV
09/10/2014 - 11/10/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (LAS VEGAS NV)
CO
02/04/2009 - 09/10/2014
TRANSAMERICA CAPITAL, INC. (DENVER CO)
PA
04/13/2000 - 01/13/2009
DIRECTED SERVICES LLC (WEST CHESTER PA)
IN
11/19/1999 - 04/24/2001
CONSECO EQUITY SALES, INC. (CARMEL IN)
DE
06/30/2000 - 09/06/2000
ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)
MN
01/20/1999 - 07/12/2000
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
CA
10/22/1998 - 11/16/1998
SELECT CAPITAL CORPORATION (SACRAMENTO CA)
CA
09/29/1997 - 08/28/1998
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 12/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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