AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CW

Christopher Walsh

FORESIDE FUND SERVICES
Lisle, IL 60532
Some features on this profile are disabled
CRD#: 2065827
CW

Professional summary


Christopher Walsh, CFP®, who also goes by Chris Walsh, Christohper Walsh, Christopher Walsh, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Lisle, Illinois.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 1990. Christopher has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chris Walsh | Christohper Walsh | Christopher Walsh

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) - BD


Click below to view Christopher Walsh's CRS (Customer Relationship Summary).
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®

Experience


Current

May 24, 2019 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 3333 Warrenville Road Suite 350, Lisle, IL 60532
BD
CRD#: 46106
Lisle, IL
Past

March 23, 2018 - February 4, 2019

AUSDAL FINANCIAL PARTNERS, INC.

BD
CRD#: 7995
DAVENPORT, IA
Past

November 28, 2016 - December 31, 2017

BOK FINANCIAL SECURITIES, INC.

BD
CRD#: 17530
HIGHLANDS RANCH, CO
Past

November 23, 2016 - December 31, 2017

BOK FINANCIAL SECURITIES, INC.

RIA
CRD#: 17530
HIGHLANDS RANCH, CO
Past

February 25, 2014 - January 29, 2016

GUGGENHEIM INVESTMENTS

RIA
CRD#: 105477
BROOMFIELD, CO
Past

March 8, 2012 - January 29, 2016

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

BD
CRD#: 39805
CHICAGO, IL
Past

November 2, 2010 - March 15, 2012

ADVISORS ASSET MANAGEMENT, INC.

RIA
CRD#: 46727
BROOMFIELD, CO
Past

June 28, 2010 - March 15, 2012

ADVISORS ASSET MANAGEMENT, INC.

BD
CRD#: 46727
MONUMENT, CO
Past

January 23, 2008 - June 4, 2010

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX
Past

September 17, 1997 - January 15, 2008

FIRST TRUST PORTFOLIOS L.P.

BD
CRD#: 28519
LISLE, IL
Past

May 3, 1995 - September 29, 1997

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX
Past

February 1, 1995 - April 21, 1995

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL
Past

May 20, 1992 - February 1, 1995

KEMPER FINANCIAL SERVICES, INC.

BD
CRD#: 798
Past

March 14, 1991 - November 25, 1991

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL
Past

January 15, 1991 - March 25, 1991

INVESTACORP, INC.

BD
CRD#: 7684
MIAMI, FL
Past

July 20, 1990 - September 28, 1990

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(5/24/2019)
RR
Idaho
(4/4/2025)
RR
Illinois
(1/2/2025)
RR
Montana
(4/4/2025)
RR
New Mexico
(4/4/2025)
RR
Utah
(1/2/2025)
RR
Wyoming
(4/4/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/1/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


FORESIDE FUND SERVICES, LLC

CRD#: 46106Lisle, IL 60532

TRUST BUT VERIFY

Monitor Christopher Walsh

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


JF
James FlanaganAdvisorCheck Check Mark
INDEPENDENT FINANCIAL GROUP, LLC
IAR
RR
Downers Grove, IL
FC
Flavia CardozoAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Naperville, IL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics