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Christopher Lee Bishop

Investment Adviser Representative at Summit Financial, LLC

Ashburn, VACRD #2932632Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Christopher Lee Bishop is an investment adviser representative with Summit Financial, LLC in Ashburn, VA, where they have been registered since 2025. They have worked in the securities industry since 1998 and have been registered with 10 firms, including Cambridge Investment Research Advisors, Inc. and MML Investors Services, LLC. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Virginia.

Office

19775 Belmont Executive Plaza, Suite 320
Ashburn, VA 20147

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/28/1997
Series 63
Uniform Securities Agent State Law Examination
Passed 10/9/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/25/1997
Series 4
Registered Options Principal Examination
Passed 11/13/2006
Series 51
Municipal Fund Securities Principal Examination
Passed 8/21/2004
Series 24
General Securities Principal Examination
Passed 7/28/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Summit Financial, LLCCurrent
6/20/2025 – Ashburn, VA
Cambridge Investment Research Advisors, Inc.
2/8/2016 – 6/25/2025Lansdowne, VA
MML Investors Services, LLC
8/15/2012 – 2/18/2016Vienna, VA
NEW England Securities Corporation
6/27/2011 – 7/11/2012Bethesda, MD
Arete Wealth Advisors, LLC
4/1/2010 – 2/22/2011Chicago, IL
Amerivest Investment Management, LLC
7/1/2009 – 3/3/2010Reston, VA
TD Ameritrade, Inc.
6/23/2009 – 3/3/2010Reston, VA
Zacks Investment Management, Inc.
1/14/2009 – 5/19/2009Chicago, IL
Fisher Investments
8/23/2007 – 10/27/2008Alexandria, VA
Ameriprise Financial Services, Inc.
11/20/1997 – 8/7/2007Vienna, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Cambridge Investment Research, Inc.
    Feb 2016 – Jun 2025Fairfield, IA
  2. Cambridge Investment Research Advisors, Inc.
    Feb 2016 – Jun 2025Fairfield, IA
  3. Summit Financial, LLC
    Jun 2025 – no end date reportedParsippany, NJ
  4. Purshe Kaplan Sterling Investments, Inc.
    Jun 2025 – no end date reportedAlbany, NY

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Summit Financial, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$100,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
232
Offices listed on AdvisorFinder:
48
Main office:
Parsippany, NJ
SEC file number:
801-114377

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 3, 2026

View full firm profile

Other advisors at Summit Financial, LLC

Showing 12 of 232 in the directory

View Summit Financial, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Lee Bishop has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Christopher Lee Bishop (Summit Financial) - Advisor Profile