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CC

Chad M. Christensen

PACIFIC SELECT DISTRIBUTORS
Newport Beach, CA 92660
Some features on this profile are disabled
CRD#: 3264871
CC

Professional summary

Chad Michael Christensen, who also goes by Chad Christensen, is a registered financial professional currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Newport Beach, California.

Chad is registered as a RR (Registered Representative) and started their career in finance in 1999. Chad has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Chad Christensen

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. 9/10/2019 - Christensen Realty and Investments - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Sole Owner - Started 01/2015 - 20 Hours Per Month/1 Hour During Securities Trading - Time Spent 10% - Revenue from this business will come from Real Estate sales (buying or selling homes or land). 2. 9/10/2019 - Cyprus Credit Union - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Started 08/26/2019 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 3. 11/21/2019 - Integra Realty - Investment Related - Home Based - Mortgage/Real Estate Services - Realtor - Start Date: 11/20/2019 - 10 Hours Per Month/2 Hours During Securities Trading - Help people buy and sell homes. Buying/Selling residences and land only, no mortgages.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Chad Michael Christensen'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®
None

Experience

Current

May 10, 2022 - Present

PACIFIC SELECT DISTRIBUTORS, LLC

Office #1: 700 Newport Center Drive, Newport Beach, CA 92660
BD
CRD#: 4452
Newport Beach, CA
Past

September 10, 2019 - April 27, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
DRAPER, UT
Past

September 10, 2019 - April 27, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
DRAPER, UT
Past

November 15, 2004 - August 26, 2019

FIRST WESTERN ADVISORS

RIA
CRD#: 13623
BLUFFDALE, UT
Past

November 15, 2004 - August 26, 2019

FIRST WESTERN ADVISORS

BD
CRD#: 13623
SALT LAKE CITY, UT
Past

January 15, 2003 - November 24, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MIDVALE, UT
Past

January 7, 2003 - November 24, 2004

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 7, 2003 - November 24, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

September 3, 1999 - December 13, 2002

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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
Arizona
(1/3/2024)
RR
California
(8/24/2022)
RR
New Mexico
(1/4/2024)
RR
Texas
(1/3/2024)
RR
Utah
(1/3/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/14/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/10/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/2/1999
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PACIFIC SELECT DISTRIBUTORS, LLC
PACIFIC EQUITY SALES COMPANY | PACIFIC SELECT DISTRIBUTORS, LLC | PACIFIC SELECT DISTRIBUTORS, INC. | PACIFIC SECURITIES | PACIFIC MUTUAL DISTRIBUTORS, INC. | PACIFIC MUTUAL DISTRIBURTORS, INC.

CRD#: 4452 / SEC#: , 8-15264

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
700 Newport Center Drive, Newport Beach, CA 92660-6397
Mailing Address
700 Newport Center Drive, Newport Beach, CA 92660-6397
Phone number
(949) 219-6579
Established
Delaware since 01/01/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PACIFIC LIFE INSURANCE COMPANYPARENT OF APPLICANT
DARE, BARBARA ALYCEVICE PRESIDENT5074108
KISSEL, GEOFFREY PCHIEF EXECUTIVE OFFICER7499710
LA ROQUE, SUZANNE MARIEASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER4222767
SMITH, TREVOR TIMOTHYVICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER4844953
YAMAUCHI, STARLA CHINVICE PRESIDENT, CORPORATE SECRETARY7721024

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.

Company Information

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452Newport Beach, CA 92660

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