![Christopher Perry, financial advisor Lanark IL](/img/ws/profile-blank-sq.png)
Christopher Perry (CRD# 5136658) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lanark, IL and has over 17 years of experience in the finance industry. Christopher Perry 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.
![Christie Akins, financial advisor Lanark IL](/img/ws/profile-blank-sq.png)
CRD# 6736980
Edward Jones
![Michael Alber, financial advisor Lanark IL](/img/ws/profile-blank-sq.png)
CRD# 2088227
Cetera Investment Advisers LLC
![Brent Albrechtsen, financial advisor Lanark IL](/img/ws/profile-blank-sq.png)
CRD# 6713954
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2020 - Current | 4 |
U.s. Bank | Rockford, IL | Apr 2012 - May 2020 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2006 |
- IL
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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