Christopher Lund (CRD# 2195117) is an Investment Advisor Representative working at Cwm, LLC in Foxboro, MA and has over 32 years of experience in the finance industry. Christopher Lund has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
Company Name | Location | Dates | Years |
---|---|---|---|
Cwm, Llc Dba Carson Group Partners | Omaha, NE | Apr 2019 - Current | 5 |
Cetera Advisor Networks | El Segundo, CA | Apr 2019 - Current | 5 |
Lund Wealth Management | Plainville, MA | Apr 2019 - Current | 5 |
Dentaquest | Westboro, MA | Sep 2016 - Current | 7 |
Public Speaking | Plainville, MA | Sep 2006 - Current | 17 |
Lincoln Investment | Plainville, MA | Jun 2012 - Apr 2019 | 6 |
Capital Analysts Inc. | Radnor, PA | Nov 2005 - Apr 2019 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1992 |
S65 | NASAA Investment Advisors Law Examination | Feb 2003 |
- MA
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
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