Christopher R. Revak

YOUR-FINANCIAL-LIFEGUARD

Bradenton, FL

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CRD#: 3134868

Professional summary

Christopher Robin Revak, who also goes by Chris Revak, is a registered financial advisor currently at YOUR-FINANCIAL-LIFEGUARD located in Bradenton, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Christopher has worked at 4 firms and has passed the Series 63, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Revak

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.

A.CHRISTOPHER R. REVAK LLC;OWNER;TAX PREP & ACCOUNTING WORK;START-10/2004;10 HRS/MNTH. B. KAIZEN SOLUTIONS LLC; OWNER; CONSULTING; START 09/2007;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Robin Revak'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®

None

Experience

Current

January 27, 2014 - Present

YOUR-FINANCIAL-LIFEGUARD

RIA

CRD#: 115695

Bradenton, FL

Past

July 30, 2004 - July 17, 2007

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

EDINA, MN

Past

February 25, 2004 - August 11, 2004

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

November 24, 1998 - June 1, 2000

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

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
(11/13/2023)

IAR

Minnesota
(1/27/2014)

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

Series 63

Date: 3/1/2004

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/6/1998

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/24/2004

General Securities Representative Examination

Current Firm

YOUR-FINANCIAL-LIFEGUARD

CHRISTOPHER R. REVAK, L.L.C. | YOUR-FINANCIAL-LIFEGUARD INC. | YOUR-FINANCIAL-LIFEGUARD

CRD#: 115695 / SEC#:

Florida

Registered Investment Advisory firm - (11/13/2023 Approved)

Minnesota

Registered Investment Advisory firm - (6/19/2000 Approved)

Texas

Registered Investment Advisory firm - (10/30/2017 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).

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Contact information

Main Address

Bradenton, FL

Mailing Address

Po Box 1552, Bradenton, FL 34206

Phone number

(612) 564-3666

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 R. Revak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

YOUR-FINANCIAL-LIFEGUARD

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

1ST GLOBAL CAPITAL CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/1/2004

Series 66

Date: 11/6/1998

Series 7

Date: 2/24/2004

Current Firm

YOUR-FINANCIAL-LIFEGUARD

Contact information

Documents

Red Flags

Company Information

YOUR-FINANCIAL-LIFEGUARD

TRUST BUT VERIFY

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