CM
Christopher D. Morrill
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Provo, UT 84601
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CRD#: 3008165
CM
Professional summary
Christopher David Morrill, ChFC® is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Provo, Utah and CAMBRIDGE INVESTMENT RESEARCH, INC. located in South Jordan, Utah.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Christopher has worked at 4 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 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.
1) INDEPENDENT INSURANCE AGENT SELLING/SERVICING FIXED ANNUITIES AND LIFE INSURANCE THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES, 389 N UNIVERSITY AVE, PROVO, UT, 2/2004. INV REL - 1 HR/WK - 1/TRADING. 2) FRANDSEN MORRILL ADVISORS LLC, 389 N UNIVERSITY AVE, PROVO, UT, 8/2012. INV REL - FINANCIAL PROFESSIONAL UTILIZING DBA NAME - 40 HR/WK - 40/TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, (1/2016) AS ADVISORY REP OF A RIA. INV REL - 10 HR/WK - 5/TRADING. 4) FRANDSEN MORRILL ADVISORS, 389 N UNIVERSITY AVE, PROVO, UT, 9/2016 AS REFEROR. NIR - 1 HR/WK - 1/TRADING. 5) HOBBLE CREEK BICYCLE ASSOCIATION, 1759 Red Barn Road, Springville UT 84663, United States, 12/28/2021, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, INV REL, 3 HR/MO - 0 HR/MO TRADING 6) CHRISTOPHER MORRILL HOLDINGS, LLC, 1289 Valley Sage Drive, Springville UT 84663, 03/2023, OWNER, HOLDING COMPANY, NIR, 2 HR/MO - 1 HR TRADING 7) FRANDSEN MORRILL ADVISORS, LLC, 389 N University Avenue, Provo UT 84601, United States, 06/26/2023, Owner, Consulting/Coaching, NIR, 12 HR/MO - 8 HR/MO TRADING 8) INTEGRATEDADVISOR, LLC, 389 N University Avenue, Provo UT 84601, 03/13/2023, Owner, Providing a Software as a Service (SAAS) for financial advisors to assist with practice management. This will be an integration partner with Redtail Technology, NIR, 18 HR/MO - 8 HR/MO TRADING 9) CMORRILL FMA SALARY HOLDINGS, LLC, 389 N University Avenue, Provo UT 84601, United States, 11/01/2024, President, LLC for salary, NIR, 1/MO - 1/Trading
CRS (Client Relationship Summary) - RIA
Click below to view Christopher David Morrill'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
January 12, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 389 N. University Avenue, Provo, UT 84601RIA
CRD#: 134139
Provo, UT
Current
January 12, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 10808 S. River Front Parkway, Suite 3090, South Jordan, UT 84095Office #2: 389 N. University Avenue, Provo, UT 84601BD
CRD#: 39543
South Jordan, UT
Past
April 27, 2005 - January 20, 2016
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
SALT LAKE CITY, UT
Past
August 3, 2004 - January 20, 2016
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
SALT LAKE CITY, UT
Past
February 18, 1998 - September 2, 2004
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(3/25/2025)
RR
Colorado(1/10/2019)
RR
Michigan(7/21/2020)
RR
New Jersey(1/19/2018)
RR
New Mexico(10/9/2018)
RR
New York(10/17/2024)
RR
Ohio(9/16/2019)
RR
Texas(1/2/2018)
IAR
Texas(1/2/2018)
RR
Utah(1/12/2016)
IAR
Utah(1/20/2016)
RR
Vermont(7/24/2025)
RR
Washington(4/16/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Provo, UT 84601TRUST BUT VERIFY
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