Unclaimed
Christopher Travis Gray is a registered representative with LPL Financial LLC, based in Corvallis, Oregon. Christopher has been in the industry since February 1998. Christopher's experience includes working with Citigroup Global Markets Inc. and WM Financial Services, Inc. Christopher holds the Series 6, 7, 24, 63 and 65 securities licenses. In addition to being a registered representative with LPL Financial LLC, Christopher is also registered as an investment advisor in Oregon.
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
OR
09/30/2019 - Present
LPL Financial LLC (CORVALLIS OR)
OR
03/23/2000 - 01/31/2008
CITIGROUP GLOBAL MARKETS INC. (CORVALLIS OR)
CA
05/11/1998 - 04/07/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MO
02/11/1998 - 05/27/1998
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
IA
Issued 04/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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