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CM

Christopher H. Murrey

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CRD#: 4244305
CM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher Houston Murrey, who also goes by Christopher Houston Murrey Chris, Christopher Houston Watterson-murrey, was a registered financial advisor .

Christopher is a previously registered financial advisor and started their career in finance in 2000. Christopher had worked at 5 firms and has passed the Series 63, Series 66, SIE, Series 82, Series 62 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christopher Houston Murrey Chris | Christopher Houston Watterson-Murrey

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 19, 2013 - March 24, 2016

CAROLINA FINANCIAL SECURITIES, LLC

BD
CRD#: 41970
BREVARD, NC
Past

May 19, 2011 - October 24, 2011

CAROLINA FINANCIAL SECURITIES, LLC

BD
CRD#: 41970
BREVARD, NC
Past

April 30, 2010 - January 5, 2011

BURCH & COMPANY, INC

BD
CRD#: 102280
BRENTWOOD, TN
Past

August 27, 2002 - December 31, 2003

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
SEVIERVILLE, TN
Past

August 27, 2002 - December 31, 2003

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
CHARLOTTE, NC
Past

October 29, 2001 - February 26, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

November 21, 2000 - August 31, 2001

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/26/2010
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/22/2000
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 4/28/2010
Corporate Securities Limited Representative Examination
General Industry/Product Exam

Current Firm


CF
CAROLINA FINANCIAL SECURITIES, LLC
CAROLINA FINANCIAL SECURITIES, LLC

CRD#: 41970 / SEC#: , 8-49653

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


Main Address
100 Elks Club Rd., Brevard, NC 28712
Mailing Address
Po Box 1076, Brevard, NC 28712
Phone number
(828) 393-0088
Established
North Carolina since 08/09/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (20 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#
CAROLINA FINANCIAL GROUP, LLCOWNER
MILHAUPT, PETER STUARTOWNER728310
BROYHILL INVESTMENTS, INC.OWNER
LYNCH, WILLIAM ALVINOWNER5853429
GILMORE, NICHOLAS CRAIGCOO-CFO AND FINOP5181593
ROBERTS, BRUCE VICTORPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER1489110

Disclosures


Regulatory Event5

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


CAROLINA FINANCIAL SECURITIES, LLC

CRD#: 41970

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