Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Porter is a financial advisor with over 30 years of experience in the industry. Christopher is currently registered with Cambridge Investment Research Advisors, Inc. and has been in the industry since December 1992. Christopher has a diverse background, having worked with several firms, including Lincoln Financial Securities Corporation and AXA Advisors, LLC. Christopher has a wide range of licenses and certifications, including Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Christopher is also a Chartered Financial Consultant. Christopher provides a variety of financial services to individuals, families, and businesses. These services include financial planning, investment management, and insurance. Christopher has a strong commitment to providing his clients with personalized financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
03/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Galax VA)
VA
11/03/2008 - 03/02/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (GALAX VA)
VA
12/17/1992 - 11/06/2008
AXA ADVISORS, LLC (GALAX VA)
NY
12/17/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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