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Christopher Bor

CFP®
AMERITAS ADVISORY SERVICES
SPOKANE, WA
·CRD# 2914837·29 years experience

Professional Summary

Christopher Bor, CFP®, who also goes by Chris Bor, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Spokane, Washington and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska. Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Christopher has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Bor

Blog Corner

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Videos & Posts

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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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Credentials

CFP®
Certified Financial PlannerSince 2012

Years of Experience

29 years in the financial services industry

Current & Past Employments

AMERITAS ADVISORY SERVICES, LLC·CRD# 317245
RIA
Spokane, WA
February 26, 2025 - Present
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
5900 "o" Street, Lincoln, NE 68510-2234
February 26, 2025 - Present
P.J. ROBB VARIABLE, LLC·CRD# 38339
BD
Memphis, TN
October 31, 2024 - December 23, 2024
OSAIC WEALTH, INC.·CRD# 23131
RIA
Spokane, WA
June 14, 2024 - October 2, 2024
OSAIC WEALTH, INC.·CRD# 23131
BD
Spokane, WA
June 14, 2024 - October 2, 2024
SECURITIES AMERICA ADVISORS, INC.·CRD# 110518
RIA
Spokane, WA
January 2, 2015 - June 14, 2024
SECURITIES AMERICA, INC.·CRD# 10205
BD
Spokane, WA
January 2, 2015 - June 14, 2024
SUNSET FINANCIAL SERVICES, INC.·CRD# 3538
RIA
Kansas City, MO
July 12, 2013 - December 31, 2014
SUNSET FINANCIAL SERVICES, INC.·CRD# 3538
BD
Kansas City, MO
July 12, 2013 - May 29, 2024
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
San Francisco, CA
May 15, 2012 - June 1, 2013
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
San Francisco, CA
April 16, 2012 - June 1, 2013
SIGNATOR INVESTORS, INC.·CRD# 468
RIA
Walnut Creek, CA
June 29, 2010 - February 1, 2012
SIGNATOR INVESTORS, INC.·CRD# 468
BD
Walnut Creek, CA
January 7, 2008 - February 1, 2012
NYLIFE SECURITIES LLC·CRD# 5167
BD
Pleasanton, CA
September 27, 2004 - December 14, 2007
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
New York, NY
March 5, 2002 - August 19, 2003
SIGNATOR INVESTORS, INC.·CRD# 468
BD
Boston, MA
March 6, 2000 - October 29, 2001
ROBERT W. BAIRD & CO. INCORPORATED·CRD# 8158
BD
Milwaukee, WI
August 26, 1997 - February 15, 2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Milwaukee, WI
August 26, 1997 - February 15, 2000

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Current Firm

AA
AMERITAS ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - SEC (1/13/1998 Approved)

Contact Information

Main Address

5900 O Street, Lincoln, NE 68510

Phone Number

(800) 335-9858

# of Employees

797

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

45,299

AUM (Assets Under Management)

$13,746,443,625

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025Cover PageReport
07/23/2024Cover PageReport

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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.

KANSAS CITY LIFE POSITION: Vice President NATURE: Insurance sales and management INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 07/15/2013 ADDRESS: 3520 Broadway, Kansas City MO 64111 DESCRIPTION: I am a regional Vice President for Kansas City Life Insurance Co.- I am responsible for Recruiting and Developing General Agents with Kansas City Life SUNSET FINANCIAL SERVICES INC. POSITION: marketing/wholesaler NATURE: Sunset Financial Services Inc. - a broker Dealer INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2013 ADDRESS: 3520 Broadway, Broadway MO 64111 DESCRIPTION: I am an RVP with Parent company Kansas City Life Insurance Co. Sunset Financial is a distributor of variable life and annuity products through the B/D SAA POSITION: Advisor NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2015 ADDRESS: 514 W. Willapa Ct, Spokane WA 99224 DESCRIPTION: Advisory Business NAIFA WA POSITION: President NATURE: Non Profit Insurance Industry professional associationNAIFA- National Association of Insurance and Financial Advisors INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2021 ADDRESS: 2400 NW 80th St., PMB 140, Seattle WA 98117, United States DESCRIPTION: Oversea and lead the operations of the Association CHRISTOPHER BOR, AGENT POSITION: agent NATURE: Fixed Insurance Sales, Life Insurance, Long term Care insurance, disability insurance, health insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 514 W. Willapa Ct., Spokane WA 99224, United States DESCRIPTION: Fixed Life, Disability and Long Term Care Insurance sales

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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".
AA
AMERITAS ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - SEC (1/13/1998 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Washington
(2/26/2025)
IAR
Washington
(2/26/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Jun 2002About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2001About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 1997About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Dec 2010About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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