Christian P. Pearson

TURNING POINT FINANCIAL ADVISORY

Riverview, FL

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CRD#: 4564205

Professional summary

Christian Patrick Pearson is a registered financial advisor currently at TURNING POINT FINANCIAL ADVISORY located in Riverview, Florida.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Christian has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

Alafia Consulting LLC - not investment related - Riverview, FL - business development for startup companies - CEO - 01/2022 - 3 - 3.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Patrick Pearson'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

May 23, 2023 - Present

TURNING POINT FINANCIAL ADVISORY

RIA

CRD#: 326604

Riverview, FL

Past

June 12, 2022 - January 3, 2023

ILIAD WEALTH SOLUTIONS

RIA

CRD#: 315826

PHOENIX, AZ

Past

December 21, 2016 - February 13, 2019

THE WEALTH CONSULTING GROUP

RIA

CRD#: 173194

New Castle, PA

Past

July 26, 2002 - December 19, 2016

MML INVESTORS SERVICES, LLC

CRD#: 10409

NEW CASTLE, PA

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
(10/16/2023)

IAR

Texas
(5/23/2023)

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

IAR

Series 65

Date: 12/6/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/30/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/19/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/25/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TURNING POINT FINANCIAL ADVISORY

CP FINANCIAL ADVISORY | TURNING POINT FINANCIAL ADVISORY | CRU FINANCIAL, LLC | CRU FINANCIAL | CP FINANCIAL ADVISORY, LLC

CRD#: 326604 / SEC#:

Florida

Registered Investment Advisory firm - (10/16/2023 Approved)

Texas

Registered Investment Advisory firm - (5/5/2023 Conditional Restricted)

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Contact information

Main Address

Riverview, FL

Mailing Address

Phone number

(813) 493-8520

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 549,000

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.

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Christian P. Pearson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Patrick Pearson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TURNING POINT FINANCIAL ADVISORY

ILIAD WEALTH SOLUTIONS

THE WEALTH CONSULTING GROUP

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/6/2002

Series 63

Date: 8/30/2002

SIE

Date: 12/19/2016

Series 6

Date: 7/25/2002

Current Firm

TURNING POINT FINANCIAL ADVISORY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TURNING POINT FINANCIAL ADVISORY

TRUST BUT VERIFY

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