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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+)
CP

Christopher Patterson

Oregon·CRD #5240961
Dual-registered

Dual-registered at RETIREMENT PLANNING SPECIALISTS, INC.

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly
Minimum
$250k
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CP

Christopher Patterson

Maryland·CRD #5514494
Dual-registered

Dual-registered at SPIRE WEALTH MANAGEMENT, LLC

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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CP

Christopher Paul Allegretti

Florida·CRD #6679950
Dual-registered

Dual-registered at HBKS WEALTH ADVISORS

Experience
10 yrs
States
5
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
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CP

Christopher Paul Andoni

Michigan·CRD #8245945
Dual-registered

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

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
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CP

Christopher Paul Bettonville

Missouri·CRD #6493828
IA Rep

Investment Adviser Rep at CLARIS ADVISORS, LLC

Experience
11 yrs
States
1
Exams
1
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
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CP

Christopher Paul Brown

Florida·CRD #5420109
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
19 yrs
States
5
Exams
5
Since
2007
Est. fee
AUM / Commission / Hourly / Flat Fee
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CP

Christopher Paul Bruhl

Colorado·CRD #2352098
Dual-registered

Dual-registered at WESTERN WEALTH MANAGEMENT LLC

Experience
33 yrs
States
1
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
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CP

Christopher Paul Burque

Connecticut·CRD #3270335
Dual-registered

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

Experience
27 yrs
States
3
Exams
6
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
CP

Christopher Paul Clinton

Wisconsin·CRD #3170108
IA Rep

Investment Adviser Rep at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM / Flat Fee
Minimum
$2.0M
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CP

Christopher Paul Godbey

Nevada·CRD #7297404
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
CP

Christopher Paul Harris

Massachusetts·CRD #7351418
IA Rep

Investment Adviser Rep at NORTHEAST INVESTMENT MANAGEMENT INC

Experience
5 yrs
States
1
Since
2021
Fee
AUM / Flat Fee
Minimum
$3.0M
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CP

Christopher Paul Klauck

North Carolina·CRD #5106636
Dual-registered

Dual-registered at ALLSPRING FUNDS MANAGEMENT, LLC

Experience
10 yrs
States
1
Exams
5
Since
2016
Est. fee
AUM / Performance-based
Minimum
$50k
View profile
CP

Christopher Paul Lane

Texas·CRD #6887955
Dual-registered

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

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
CP

Christopher Paul Ouimet

Pennsylvania·CRD #2043491
Dual-registered

Dual-registered at LOGAN CAPITAL MANAGEMENT, INC.

Experience
6 yrs
States
1
Exams
2
Since
2020
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
CP

Christopher Paul Peter Grellas

California·CRD #6444389
IA Rep

Investment Adviser Rep at NEWEDGE ADVISORS

Experience
9 yrs
States
2
Since
2017
Fee
AUM / Hourly / Flat Fee
View profile
CP

Christopher Paul Randal

Pennsylvania·CRD #2890367
Dual-registered

Dual-registered at ASSETMARK, INC.

Experience
29 yrs
States
1
Exams
6
Since
1997
Est. fee
AUM / Flat Fee
View profile
CP

Christopher Paul Reber

New Jersey·CRD #1455132
Dual-registered

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

Experience
40 yrs
States
3
Exams
9
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
CP

Christopher Paul Ritacca

Florida·CRD #4168976
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
16 yrs
States
1
Exams
4
Since
2010
Fee
AUM / Hourly / Flat Fee / Other
View profile
CP

Christopher Paul Roozendaal

Arizona·CRD #3227076
IA Rep

Investment Adviser Rep at TRIBECA FINANCIAL, LLC

Experience
19 yrs
States
1
Exams
1
Since
2007
Est. fee
AUM / Other
View profile
CP

Christopher Paul Thomas

Texas·CRD #3267653
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CP

Christopher Paul Yuskiw

Florida·CRD #4629604
IA Rep

Investment Adviser Rep at HYJC CAPITAL OF WNY

Experience
20 yrs
States
4
Exams
4
Since
2006
Est. fee
AUM / Flat Fee
View profile
CP

Christopher Paydock

California·CRD #2525715
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
2
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CP

Christopher P Bunnell

Connecticut·CRD #4623846
Dual-registered

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

Experience
23 yrs
States
3
Exams
6
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
CP

Christopher P Durden

Illinois·CRD #6286749
Dual-registered

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

Experience
12 yrs
States
3
Exams
7
Since
2014
Est. fee
AUM / Commission / Flat Fee
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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