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Christopher James Obyrne

TACTICAL EQUITY PARTNERS
Irvine, CA
·CRD# 2543245·32 years experience

Professional Summary

Christopher James Obyrne, who also goes by Chris Obyrne, is a registered financial advisor currently at TACTICAL EQUITY PARTNERS, LLC located in Irvine, California. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Christopher has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Obyrne

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

32 years in the financial services industry

Current & Past Employments

Current

TACTICAL EQUITY PARTNERS, LLCCurrent·CRD# 325496
RIA
Irvine, CA
May 30, 2023 - Present

Past

WOODBURY FINANCIAL SERVICES, INC.Past·CRD# 421
BD
October 4, 1994 - January 26, 1995

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Current Firm

TE
TACTICAL EQUITY PARTNERS, LLC

TACTICAL EQUITY PARTNERS, LLC

CRD#: 325496
California
Registered Investment Advisory firm - California (5/30/2023 Approved)

Contact Information

Main Address

Irvine, CA

Mailing Address

92 Corporate Park, Ste C180, Irvine, CA 92606

Phone Number

(714) 469-3438

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

7

AUM (Assets Under Management)

$2,073,823

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Name of the entity? Financial Analysis Corp Whether the business is investment-related? No Address of the other business? 32 Claret Irvine, CA 92614 Nature of the other business? Corporate Finance Marketing /IT Consulting Position? Consultant Title, or relationship with the other business? No relationship with Tactical Equity Partners, LLC Start date of your relationship? No relationship The approximate number of hours/month you devote to the other business? 80Hr The number of hours you devote to the other business during securities trading hours; 20Hr and briefly describe your duties relating to the other business? Provides IT support for finance and marketing departments as well as doing various data analytics projects.

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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.
IAR
California
(5/30/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2022About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1994About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1994About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher James Obyrne's CRS (Customer Relationship Summary).

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