Unclaimed
Christopher Allred is a financial advisor registered with LPL Financial LLC in OMAHA, NE. Christopher has been in the securities industry since 2007 and has a broad range of experience in the field. Christopher holds multiple licenses and certifications, including Series 63, 65, 7, 24, 4, and 52TO. In addition to his work with LPL Financial LLC, Christopher is also affiliated with JFC Financial Services and JFC Advisor Network.
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
NE
01/16/2020 - Present
LPL Financial LLC (OMAHA NE)
NE
05/06/2011 - 01/15/2020
SECURITIES AMERICA, INC. (OMAHA NE)
NE
04/23/2007 - 10/20/2010
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
03/20/2003 - 10/21/2003
AMERITRADE, INC. (OMAHA NE)
IA
Issued 02/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/05/2008
Series 4 - Registered Options Principal Examination
BC
Issued 11/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Allred is the right advisor for you? Invested Better is here to help.