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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tristan? Claim Your ProfileTristan Chrisman is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Chillicothe, OH. Tristan has been in the industry since 2007. Tristan is registered with FINRA and the state of Ohio, and holds Series 7 and SIE licenses. Tristan works with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Tristan offers a variety of services, including financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
OH
07/21/2021 - Present
Cambridge Investment Research Advisors, Inc. (Chillicothe OH)
OH
10/03/2007 - 07/15/2021
MONEY CONCEPTS CAPITAL CORP (CHILLICOTHE OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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