Christopher Eddy (CRD# 4331638) is an Investment Advisor Representative working at 603 Financial Advisors, LLC in Newfields, NH and has over 20 years of experience in the finance industry. Christopher Eddy 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# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 1388001
Tcg Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortune Financial Services | Monanca, PA | Jul 2023 - Current | < 1 |
| 603 Financial Advisors, LLC | Newfields, NH | Mar 2023 - Current | 1 |
| The Patriot Financial Group, LLC | Newfields, NH | May 2021 - Jun 2023 | 2 |
| Securities America, Inc. | Newfields, NH | May 2021 - Dec 2022 | 1 |
| Ledyard Bank | Concord, NH | Mar 2018 - May 2021 | 3 |
| Infinex Investments, Inc. | Concord, NH | Jun 2012 - Apr 2021 | 8 |
| Northway Bank | Concord, NH | Jun 2012 - Mar 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2003 |
- FL
- MA
- NH
- NC
- VT
-
Total Assets Under Management61MILLIONS
-
Total Number of Accounts290ACCOUNTS
-
Average Account Value$210,101
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, MA, NC, NH, VT
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