AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CD

Christopher David Gammon

Iowa·CRD #2354523
Dual-registered

Dual-registered at WESTPARK WEALTH ADVISORS, INC.

Experience
32 yrs
States
4
Exams
10
Since
1994
Est. fee
AUM / Hourly / Flat Fee
View profile
CD

Christopher David Giuliani

Nevada·CRD #7656714
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
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CD

Christopher David Greear

Virginia·CRD #5219440
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
CD

Christopher David Heckadon

Alabama·CRD #2946921
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
29 yrs
States
23
Exams
6
Since
1997
Est. fee
AUM / Hourly / Flat Fee
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CD

Christopher David Holt

Ohio·CRD #4418051
Dual-registered

Dual-registered at ALLY INVEST ADVISORS

Experience
20 yrs
States
1
Exams
10
Since
2006
Fee
AUM
Minimum
$100k
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CD

Christopher David Kilfoyle

Missouri·CRD #6716013
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
2
Exams
6
Since
2018
Est. fee
AUM / Commission / Flat Fee
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CD

Christopher David Klobe

Minnesota·CRD #2983352
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
23 yrs
States
1
Exams
8
Since
2003
Est. fee
AUM / Flat Fee
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CD

Christopher David Langstaff

California·CRD #6482905
IA Rep

Investment Adviser Rep at WEALTHSPIRE RETIREMENT ADVISORY

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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CD

Christopher David Nash

Arizona·CRD #4814593
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
21 yrs
States
2
Exams
5
Since
2005
Est. fee
AUM / Hourly / Flat Fee
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CD

Christopher David Proctor

Kansas·CRD #2985060
Dual-registered

Dual-registered at LEGACY FINANCIAL STRATEGIES, LLC

Experience
27 yrs
States
2
Exams
6
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
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CD

Christopher David Rockey

District Of Columbia·CRD #4684768
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
5
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CD

Christopher David Sadaka

Florida·CRD #4210218
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Flat Fee
View profile
CD

Christopher David Satkowski

Florida·CRD #8123591
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
CD

Christopher David Seiple

Ohio·CRD #2185271
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
35 yrs
States
1
Exams
6
Since
1991
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
CD

Christopher David St. John

South Carolina·CRD #4357665
Dual-registered

Dual-registered at CAROLINA WEALTH ADVISORS

Experience
25 yrs
States
2
Exams
6
Since
2001
Est. fee
AUM / Hourly
View profile
CD

Christopher David Wick

California·CRD #7964626
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Christopher D Bell

Arkansas·CRD #5242595
Dual-registered

Dual-registered at BASS AND BELL, INC.

Experience
19 yrs
States
2
Exams
3
Since
2007
Fee
AUM
View profile
CD

Christopher D Belshe

North Carolina·CRD #6150001
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
13 yrs
States
3
Exams
5
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Christopher D Carlson

Ohio·CRD #6180029
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Christopher D Carrano

Connecticut·CRD #4610339
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Christopher Dean Dyrek

California·CRD #1351742
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
41 yrs
States
2
Exams
7
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Christopher Dean Guinther

Georgia·CRD #2583504
IA Rep

Investment Adviser Rep at APRIO WEALTH MANAGEMENT, LLC

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
CD

Christopher Dean Kesler

Utah·CRD #6057896
Dual-registered

Dual-registered at ASCEND INVESTMENT PARTNERS

Experience
14 yrs
States
1
Exams
3
Since
2012
Fee
AUM / Hourly
View profile
CD

Christopher Dean Kline

Wisconsin·CRD #2597293
Dual-registered

Dual-registered at CAPSTONE WEALTH MANAGEMENT CORP.

Experience
30 yrs
States
1
Exams
3
Since
1996
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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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