Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher McCrillis is an investment advisor representative at Newbridge Financial Services Group, Inc. Christopher McCrillis has been in the industry since 2000 and has a Series 7, Series 65, and Series 66 securities license. Christopher McCrillis is registered with the Financial Industry Regulatory Authority (FINRA) as an investment advisor representative. Christopher McCrillis is also registered with the state of Arkansas and Texas as an investment advisor representative. Newbridge Financial Services Group, Inc. is an investment advisor registered with the SEC. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm's client base consists primarily of high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. The firm's regulatory assets under management are over $566 million. Christopher McCrillis is also an insurance agent offering life, health, disability, and LTC policies to existing and new clientele.
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.
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.
Promoter fees
1
2
FL
08/19/2022 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
AR
05/09/2018 - 06/30/2022
AMERIPRISE FINANCIAL SERVICES, LLC (LITTLE ROCK AR)
AR
10/22/2003 - 05/14/2018
SIGNATOR INVESTORS, INC. (LITTLE ROCK AR)
MN
01/07/2000 - 10/07/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/07/2000 - 10/07/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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