Christopher C. Botamer

BOTAMER FINANCIAL

STATE COLLEGE, PA

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CRD#: 1039894

Professional summary

Christopher Clark Botamer, CFP® is a registered financial advisor currently at BOTAMER FINANCIAL located in State College, Pennsylvania.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Christopher has worked at 3 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Inheritance

Retirement Planning

Investment Planning

Retirement Income Management

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Clark Botamer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1985

Experience

Current

October 3, 1988 - Present

BOTAMER FINANCIAL

RIA

CRD#: 124077

STATE COLLEGE, PA

Past

October 24, 1983 - December 19, 2005

ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597

PITTSBURGH, PA

Past

April 27, 1982 - November 7, 1983

WADDELL & REED

CRD#: 866

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(8/14/1991)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/26/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/17/1983

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/26/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BOTAMER FINANCIAL

BOTAMER FINANCIAL | BOTAMER FINANCIAL CORPORATION

CRD#: 124077 / SEC#:

California

Registered Investment Advisory firm - (1/20/2003 Terminated)

Pennsylvania

Registered Investment Advisory firm - (9/29/1986 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

State College, PA

Mailing Address

Phone number

(814) 808-6755

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 1,500,140

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Christopher C. Botamer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Clark Botamer's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOTAMER FINANCIAL

ALLEGHENY INVESTMENTS, LTD.

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 63

Date: 4/26/1982

Series 7

Date: 12/17/1983

Series 6

Date: 4/26/1982

Current Firm

BOTAMER FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BOTAMER FINANCIAL

TRUST BUT VERIFY

Contact information

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