Christopher P. Van Slyke

WORTHPOINTE | Partner/Founder

Ramona, CA

CRD#: 2870730

Professional summary

Christopher Paul Van Slyke, CFP®, who also goes by Christopher P. Vanslyke, Christopher Paul Vanslyke, is a registered financial advisor currently at WORTHPOINTE located in Ramona, California and CONSTITUTION WEALTH LLC located in Jackson, Wyoming.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Christopher has worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Loans/credit services

Philanthropic services

Trading individual securities

Financial planning

Executive services/Equity comp...

Insurance

Institutional consulting

Trust & estate planning

Retirement planning

What is your current number of clients?

Greater than 100

Are you a "fiduciary"?

Yes

Aliases

Christopher P. Vanslyke | Christopher Paul Vanslyke

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 Paul Van Slyke'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: 2001

Experience

Current

March 11, 2008 - Present

WORTHPOINTE

RIA

CRD#: 143996

Ramona, CA

Current

May 6, 2021 - Present

CONSTITUTION WEALTH LLC

RIA

CRD#: 313916

Jackson, WY

Past

June 17, 2003 - December 31, 2013

TROVENA, LLC.

RIA

CRD#: 120232

SAN DIEGO, CA

Past

November 14, 2001 - September 29, 2003

QA3 FINANCIAL CORP.

CRD#: 14754

OMAHA, NE

Past

December 20, 2000 - November 13, 2001

CINCINNATI ANALYSTS, INC.

CRD#: 5478

CINCINNATI, OH

Past

March 16, 1999 - December 23, 1999

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

December 7, 1998 - March 24, 1999

GATEWAY INVESTMENT SERVICES, INC.

CRD#: 31153

OAK PARK, IL

Past

August 12, 1997 - November 25, 1998

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

July 2, 1997 - September 2, 1997

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

April 10, 1997 - June 18, 1997

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

PALM BEACH GARDENS, FL

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".

WORTHPOINTE

ENCUBIC | WORTHPOINTE, LLC | WORTHPOINTE | TROVENA INVESTMENT ADVISORS | ONCUBIC, L.L.C.

CRD#: 143996 / SEC#: 801-67916

RIA

Registered Investment Advisory firm - (6/11/2007 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

California
(3/11/2008)

IAR

Texas
(5/2/2013)

IAR

Wyoming
(4/22/2019)

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 65

Date: 10/20/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/9/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/9/1997

General Securities Representative Examination

Current Firm

WORTHPOINTE

ENCUBIC | WORTHPOINTE, LLC | WORTHPOINTE | TROVENA INVESTMENT ADVISORS | ONCUBIC, L.L.C.

CRD#: 143996 / SEC#: 801-67916

RIA

Registered Investment Advisory firm - (6/11/2007 Approved)

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Contact information

Main Address

Ramona, CA

Mailing Address

888 Prospect Street Suite 200, La Jolla, CA 92037

Phone number

(800) 620-4232

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WORTPOINTE LLC FORM ADV PART 2 BROCHURE (7/11/2025)

Regulatory assets under management

Total Number of Accounts	1,428
AUM (Assets Under Management)	$ 885,560,603

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Christopher P. Van Slyke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Paul Van Slyke's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONSTITUTION WEALTH LLC

TROVENA, LLC.

QA3 FINANCIAL CORP.

CINCINNATI ANALYSTS, INC.

LPL FINANCIAL LLC

GATEWAY INVESTMENT SERVICES, INC.

LPL FINANCIAL LLC

NYLIFE SECURITIES LLC

MONEY CONCEPTS CAPITAL CORP

Primary Firm SEC Registration

WORTHPOINTE

State Registrations and Notice Filings

Exams

Series 65

Date: 10/20/1999

Series 63

Date: 4/9/1997

Series 7

Date: 4/9/1997

Current Firm

WORTHPOINTE

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WORTHPOINTE

TRUST BUT VERIFY

Contact information

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