Christopher V. Kimball
FORTITUDE ADVISORY GROUP L.L.C.
Lakewood, WA 98499
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CRD#: 2401764
Professional summary
Christopher Vernon Kimball, CFP®, who also goes by Chris Kimball, Christopher Kimball, is a registered financial advisor currently at FORTITUDE ADVISORY GROUP L.L.C. located in Lakewood, Washington.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Christopher has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Insurance Planning
Estate Planning
Employee and Employer Plan Ben...
Retirement Income Management
Divorce Planning
Are you a "fiduciary"?
Yes
Aliases
Chris Kimball | Christopher Kimball
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.
1. CHRISTOPHER KIMBALL, SINCE 1973, MUSICIAN, PLAYING DRUMS IN VARIOUS BANDS, 1 HR. MO. 0 DURING SECURITIES TRADING.
2. NETWORK TACOMA, CORP., 5435 SOUTH M STREET, TACOMA, WA 98408, BOARD OF DIRECTORS, OFFICER, NON-INVESTMENT REALTED, PRESIDENT OF THE BOARD OF DIRECTORS, 4 HRS. MO. CONDUCTING THIS ACTIVITY.
3. TACOMA COVENANT BIBLE SEMINARY, CORP., 10810 GRAVELLY LAKE DRIVE SW, LAKEWOOD, WA 98499, TEACHING/COACHING, NON-INVESTMENT REALTED BUSINESS, INDEPENDENT CONTRACTOR/TEACHER, 20 HRS. MO. CONDUCTING THIS ACTIVITY.
4. Covenant Bible Seminary, 10810 Gravelly Lake Dr. SW
Lakewood, WA. 98499. Director, Non-investment related, 1-20% time spent on activity during non-securities hrs.
5. Youtube videos, Teaching, Owner, Non-investment related, 1-10% time spent on activity during non-securities hrs.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Vernon Kimball'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®
Start date: 2000
Experience
Current
December 9, 2022 - Present
FORTITUDE ADVISORY GROUP L.L.C.
Office #1: 5920 100th St. Sw Building #7, Lakewood, WA 98499RIA
CRD#: 116083
Lakewood, WA
Past
August 1, 2011 - March 1, 2023
MONEY CONCEPTS CAPITAL CORP
RIA
CRD#: 12963
Lakewood, WA
Past
August 1, 2011 - March 1, 2023
MONEY CONCEPTS CAPITAL CORP
BD
CRD#: 12963
Lakewood, WA
Past
November 26, 1997 - August 3, 2011
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
LAKEWOOD, WA
Past
November 4, 1993 - August 3, 2011
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
LAKEWOOD, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FORTITUDE ADVISORY GROUP L.L.C.
AFM INVESTMENTS | WEITZ FINANCIAL | WEALTH INNOVATIONS | VALDA PARTNERS | SUMNER WEITZ PRIVATE CLIENT GROUP | SUMMITALLIANCE ADVISORS, L.L.C. | SOUND WEALTH PARTNERS | SIG FIDUCIARY MANAGEMENT | SIG ADVISORS, L.L.C. | RIDDICK & COMPANY ENTREPRENEURIAL FINANCE | PROACTIVE PLANNING PARTNERS (P3) | ONE WEALTH MANAGEMENT | JORDAN A. LINN ADVISORY SERVICES | JL ADVISORY SERVICES | FORTITUDE ADVISORY GROUP L.L.C. | FARR FINANCIAL | CONCENTIO CAPITAL | CK FINANCIAL SERVICES | ARGENTUS PARTNERS, LLC | ARGENTUS ADVISORS, LLC (DBA: SOUND WEALTH PARTNERS) | ARGENTUS ADVISORS, LLC | ARGENTUS | APERTURE ADVISORS
CRD#: 116083 / SEC#: 801-60827
RIA
Registered Investment Advisory firm - (1/4/2002 Approved)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
Washington(12/9/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FA
FORTITUDE ADVISORY GROUP L.L.C.
AFM INVESTMENTS | WEITZ FINANCIAL | WEALTH INNOVATIONS | VALDA PARTNERS | SUMNER WEITZ PRIVATE CLIENT GROUP | SUMMITALLIANCE ADVISORS, L.L.C. | SOUND WEALTH PARTNERS | SIG FIDUCIARY MANAGEMENT | SIG ADVISORS, L.L.C. | RIDDICK & COMPANY ENTREPRENEURIAL FINANCE | PROACTIVE PLANNING PARTNERS (P3) | ONE WEALTH MANAGEMENT | JORDAN A. LINN ADVISORY SERVICES | JL ADVISORY SERVICES | FORTITUDE ADVISORY GROUP L.L.C. | FARR FINANCIAL | CONCENTIO CAPITAL | CK FINANCIAL SERVICES | ARGENTUS PARTNERS, LLC | ARGENTUS ADVISORS, LLC (DBA: SOUND WEALTH PARTNERS) | ARGENTUS ADVISORS, LLC | ARGENTUS | APERTURE ADVISORS
CRD#: 116083 / SEC#: 801-60827
RIA
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Contact information
Main Address
7195 Wagner Way Suite 104, Gig Harbor, WA 98335
Mailing Address
Phone number
(253) 470-4977
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,326 |
| AUM (Assets Under Management) | $ 416,903,117 |
Red Flags
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Company Information
FORTITUDE ADVISORY GROUP L.L.C.
CRD#: 116083Lakewood, WA 98499TRUST BUT VERIFY
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Contact information
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