Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Thomas Doyle has been a registered investment advisor since July 21, 1987. Christopher is a securities professional with over 35 years of experience in the financial services industry. He is currently registered with Kingswood Wealth Advisors, LLC. Christopher has also worked with Securities America, Inc., Benchmark Investments, LLC, and Next Financial Group, Inc.. Christopher is a licensed securities professional in the states of Massachusetts, Ohio, and Virginia. Christopher's areas of specialization include investment management, financial planning, and consulting.
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.
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.
Hourly consulting
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.
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2
VA
01/26/2022 - Present
Kingswood Wealth Advisors, LLC (Onancock VA)
NY
10/04/2019 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (NEW YORK NY)
VA
06/30/2015 - 11/25/2019
SECURITIES AMERICA, INC. (ONANCOCK VA)
NY
10/03/2019 - 10/04/2019
BENCHMARK INVESTMENTS, INC. (NEW YORK NY)
VA
04/17/2014 - 06/30/2015
NEXT FINANCIAL GROUP, INC. (NORFOLK VA)
VA
12/03/2010 - 04/28/2014
LPL FINANCIAL LLC (VIRGINIA BEACH VA)
VA
08/05/2004 - 12/08/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORFOLK VA)
MO
06/15/2002 - 08/13/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
11/14/1997 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
03/25/1992 - 12/04/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
MO
07/10/1990 - 03/26/1992
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NC
07/22/1987 - 07/20/1990
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 08/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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