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CM

Christopher S. Meyers

DIVERSIFIED CONSUMER PLANNING LLC
Virginia Beach, VA
Some features on this profile are disabled
CRD#: 4420328
CM

Professional summary

Christopher Scott Meyers is a registered financial advisor currently at DIVERSIFIED CONSUMER PLANNING LLC located in Virginia Beach, Virginia.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Christopher has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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. Vantage Point Analytics; Founder & Principal; Not investment Related; 2221 Maple Street Virginia Beach VA 23451; Offers corporate finance consulting and strategic advisory services; Vantage Point Analytics partners with leadership to optimize finance transformation, ERP implementation, strategic planning, restructuring, and cross-functional collaboration; Start date: 2023-04-01; Hours per month devoted to business during trading hours: 32; Hours per month devoted to business outside trading hours: 13; Percentage of total yearly compensation expected to be derived from the business: 92.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Scott Meyers'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

March 18, 2025 - Present

DIVERSIFIED CONSUMER PLANNING LLC

RIA
CRD#: 151869
Virginia Beach, VA
Past

January 20, 2010 - December 12, 2024

DIVERSIFIED CONSUMER PLANNING LLC

RIA
CRD#: 151869
VIRGINIA BEACH, VA

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
Michigan
(6/10/2025)
IAR
Virginia
(3/18/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/8/2009
Uniform Investment Adviser Law Examination

Current Firm

DC
DIVERSIFIED CONSUMER PLANNING LLC
DCP | DIVERSIFIED CONSUMER PLANNING LLC | DIVERSIFIED CONSUMER PLANNING | DCP LLC

CRD#: 151869 / SEC#:

Michigan
Registered Investment Advisory firm - (6/10/2025 Approved)
Virginia
Registered Investment Advisory firm - (3/18/2025 Approved)
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Contact information

Main Address
Virginia Beach, VA
Mailing Address
Phone number
(734) 678-8428
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts25
AUM (Assets Under Management)$ 5,840,000

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

DIVERSIFIED CONSUMER PLANNING LLC

CRD#: 151869Virginia Beach, VA

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