Christopher C. Crenshaw

CHRIS C CRENSHAW FINANCIAL SERVICES

DURHAM, NC 27707

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CRD#: 2101160

Professional summary

Christopher Carrol Crenshaw, who also goes by Chris Crenshaw, is a registered financial advisor currently at CHRIS C CRENSHAW FINANCIAL SERVICES, LLC located in Durham, North Carolina.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Christopher has worked at 3 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Crenshaw

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 Carrol Crenshaw'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®

None

Experience

Current

November 19, 2009 - Present

CHRIS C CRENSHAW FINANCIAL SERVICES, LLC

Office #1: 2727 University Dr, Durham, NC 27707

RIA

CRD#: 150166

DURHAM, NC

Past

May 1, 2003 - July 23, 2003

ONEAMERICA SECURITIES, INC.

CRD#: 4173

INDIANAPOLIS, IN

Past

January 4, 1991 - December 17, 2001

AMERICAN UNITED LIFE INSURANCE COMPANY

CRD#: 1075

INDIANAPOLIS, IN

Past

January 4, 1991 - April 23, 2003

ONEAMERICA SECURITIES, INC.

CRD#: 4173

INDIANAPOLIS, IN

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

North Carolina
(11/19/2009)

IAR

Texas
(11/24/2009)

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: 2/25/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 1/3/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CHRIS C CRENSHAW FINANCIAL SERVICES, LLC

CRD#: 150166 / SEC#: 801-70169

RIA

Registered Investment Advisory firm - (6/26/2012 Terminated)

North Carolina

Registered Investment Advisory firm - (5/31/2012 Approved)

Texas

Registered Investment Advisory firm - (6/15/2012 Conditional Restricted)

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

2727 University Drive, Durham, NC 27707

Mailing Address

Phone number

(919) 493-3669

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 46,976,160

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.

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Christopher C. Crenshaw

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Carrol Crenshaw's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHRIS C CRENSHAW FINANCIAL SERVICES, LLC

ONEAMERICA SECURITIES, INC.

AMERICAN UNITED LIFE INSURANCE COMPANY

ONEAMERICA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/25/1991

Series 6

Date: 1/3/1991

Current Firm

CHRIS C CRENSHAW FINANCIAL SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHRIS C CRENSHAW FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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