Christopher H. Toadvine

CERTIFIED ADVISORY CORP

Altamonte Springs, FL 32714-2033

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CRD#: 2597371

Professional summary

Christopher Howard Toadvine, CFP® is a registered financial advisor currently at CERTIFIED ADVISORY CORP located in Altamonte Springs, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Christopher has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

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.

Financial Planning Association of Central Florida, Board Member; not investment related; P.O. Box 520310, Longwood, FL 32752;non-profit;volunteer;~2003;.25 hrs/month;0 hrs during trading; assist with the annual FPA call-in in conjunction with the Orlando Sentinel, provide pro-bono financial advice over the phone.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Howard Toadvine'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^®

Certified Financial Planner

Start date: 2000

Experience

Current

June 4, 2019 - Present

CERTIFIED ADVISORY CORP

Office #1: 1111 Douglas Avenue, Altamonte Springs, FL 32714-2033

RIA

CRD#: 120990

Altamonte Springs, FL

Past

May 23, 2018 - June 3, 2019

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

RIA

CRD#: 154616

WINTER PARK, FL

Past

May 18, 2018 - May 31, 2019

TRIAD ADVISORS LLC

CRD#: 25803

WINTER PARK, FL

Past

April 22, 2016 - June 5, 2018

RETIREONE INVESTMENT SERVICES, LLC

CRD#: 269923

Orlando, FL

Past

August 7, 2014 - June 5, 2018

EDELMAN FINANCIAL SERVICES, LLC

RIA

CRD#: 113299

ORLANDO, FL

Past

August 1, 2014 - April 22, 2016

SANDERS MORRIS LLC

CRD#: 20580

Orlando, FL

Past

April 23, 2007 - August 1, 2014

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

MAITLAND, FL

Past

April 18, 2007 - August 1, 2014

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

MAITLAND, FL

Past

November 6, 2002 - April 10, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

MAITLAND, FL

Past

November 6, 2002 - April 24, 2007

OSAIC FA, INC.

CRD#: 3978

MAITLAND, FL

Past

October 14, 2002 - April 24, 2007

OSAIC FA, INC.

RIA

CRD#: 3978

MAITLAND, FL

Past

January 3, 2000 - November 6, 2002

RONALD BLUE & CO., LLC

RIA

CRD#: 104605

ORLANDO, FL

Past

October 9, 1995 - January 28, 1997

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

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".

CERTIFIED ADVISORY CORP

CERTIFIED ADVISORY CORP | CERTIFIED ADVISORY CORP.

CRD#: 120990 / SEC#: 801-61305

RIA

Registered Investment Advisory firm - (7/23/2002 Approved)

Florida

Registered Investment Advisory firm - (10/31/2002 Terminated)

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).

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

Florida
(6/4/2019)

IAR

Texas
(6/17/2019)

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

IAR

Series 66

Date: 11/25/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/4/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/5/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/6/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CERTIFIED ADVISORY CORP

CERTIFIED ADVISORY CORP | CERTIFIED ADVISORY CORP.

CRD#: 120990 / SEC#: 801-61305

RIA

Registered Investment Advisory firm - (7/23/2002 Approved)

Florida

Registered Investment Advisory firm - (10/31/2002 Terminated)

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Contact information

Main Address

1111 Douglas Avenue, Altamonte Springs, FL 32714-2033

Mailing Address

Phone number

(407) 869-9800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAC FIRM BROCHURE 033125 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,217
AUM (Assets Under Management)	$ 2,673,832,488

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/24/2025	Cover Page	Report
03/01/2024	Cover Page	Report
10/25/2022	Cover Page	Report

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 H. Toadvine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Howard Toadvine's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

TRIAD ADVISORS LLC

RETIREONE INVESTMENT SERVICES, LLC

EDELMAN FINANCIAL SERVICES, LLC

SANDERS MORRIS LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

OSAIC FA, INC.

RONALD BLUE & CO., LLC

WMA SECURITIES, INC.

Primary Firm SEC Registration

CERTIFIED ADVISORY CORP

State Registrations and Notice Filings

Exams

Series 66

Date: 11/25/2014

Series 63

Date: 3/4/2003

SIE

Date: 10/1/2018

Series 7

Date: 11/5/2002

Series 6

Date: 10/6/1995

Current Firm

CERTIFIED ADVISORY CORP

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CERTIFIED ADVISORY CORP

TRUST BUT VERIFY

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