CH
Christopher J. Hale
LINCOLN FINANCIAL DISTRIBUTORS
Radnor, PA 19087
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CRD#: 2692696
CH
Professional summary
Christopher Jon Hale, AIF® is a registered financial professional currently at LINCOLN FINANCIAL DISTRIBUTORS, INC. located in Radnor, Pennsylvania.
Christopher is registered as a RR (Registered Representative) and started their career in finance in 1998. Christopher has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
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.
1) In addition to being a registered representative ("RR") of StanCorp Equities, Inc. ("SEI"), RR is associated with Standard Retirement Services ("SRS"), an investment adviser representative of StanCorp Investment Advisers, Inc. ("SIA"), and an insurance producer appointed with Standard Insurance Company ("SIC"). SRS is a retirement plan service provider that offers recordkeeping and plan administration services, SIA offers investment advice to retirement plan sponsors and plan participants, and SIC is a manufacturer of insurance products, including a fixed group annuity insurance product used by retirement plans as a funding vehicle. SEI, SRS, SIA and SIC (collectively "The Standard") are subsidiaries of Standard Financial Group and are located at 1100 SW 6th Avenue, Portland, OR. RR devotes 100% of their time during normal business hours to provide information about the retirement plan-related products and services offered by The Standard to unaffiliated third party retirement plan service providers, including broker/dealers and investment advisers, to enable them to sell to and support the needs of their customers.
2) BUSINESS NAME: INSPIRED WELLNESS | OWNER: KELLY HALE, RELATIONSHIP: SPOUSE, CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 49% | HOURS PER MONTH: 20 | NATURE OF BUSINESS: OTHER |START DATE: 03/11/2001
CRS (Client Relationship Summary) - BD
Click below to view Christopher Jon Hale'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®
Experience
Current
September 13, 2023 - Present
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Office #1: 130 N Radnor-chester Rd, Radnor, PA 19087BD
CRD#: 145
Radnor, PA
Past
May 19, 2015 - August 28, 2023
STANCORP INVESTMENT ADVISERS, INC.
RIA
CRD#: 110228
Bloomfield Hills, MI
Past
May 19, 2015 - August 28, 2023
STANCORP EQUITIES, INC.
BD
CRD#: 19517
SCHAUMBURG, IL
Past
October 28, 2013 - November 12, 2015
SCHECHTER INVESTMENT ADVISORS, LLC
RIA
CRD#: 169114
BIRMINGHAM, MI
Past
October 15, 2013 - November 5, 2013
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
BIRMINGHAM, MI
Past
May 25, 2011 - May 20, 2015
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
BIRMINGHAM, MI
Past
November 2, 2004 - May 20, 2015
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
BIRMINGHAM, MI
Past
May 8, 2000 - November 18, 2002
FUNDS DISTRIBUTOR, LLC
BD
CRD#: 7174
PORTLAND, ME
Past
May 20, 1999 - May 2, 2000
LPM INVESTMENT SERVICES, INC
BD
CRD#: 33980
PALM BEACH, FL
Past
March 3, 1998 - February 3, 1999
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, 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
Michigan(1/2/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LINCOLN FINANCIAL DISTRIBUTORS, INC.
CG EQUITY SALES COMPANY | SAGEMARK CONSULTING, INC. | LINCOLN FINANCIAL DISTRIBUTORS, INC. | CIGNA SECURITIES, INC. | CIGNA FINANCIAL ADVISORS,INC.
CRD#: 145 / SEC#: , 8-13431
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
130 N Radnor-chester Rd, Radnor, PA 19087
Mailing Address
130 N Radnor-chester Rd, Radnor, PA 19087
Phone number
(484) 583-6000
Established
Connecticut since 08/03/1967
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | SHAREHOLDER | |
| CHRYSSIKOS, PAUL TELEMAC | SENIOR VICE PRESIDENT AND CHIEF LEGAL OFFICER | 7263748 |
| FALLER, DANIEL T | SENIOR VICE PRESIDENT, HEAD OF LFD FINANCE | 6006570 |
| GIBSON, JASON MICHAEL | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, DISTRIBUTION | 3081880 |
| KENNEDY, JOHN CHRISTOPHER | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2213083 |
| NEPA, JARED M. | SVP, HEAD OF LIFE & MONEYGUARD DISTRIBUTION | 5157819 |
| OMORUYI, MEGAN VOGT | AVP, FINANCIAL AND OPERATIONS PRINCIPAL | 7803022 |
| SEIFERT, TIMOTHY JOHN | SENIOR VICE PRESIDENT, HEAD OF RS DISTRIBUTION | 1577571 |
| SMITH, NANCY | SECRETARY | 6140078 |
Disclosures
| Regulatory Event | 3 |
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.
