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Christopher T. Fide

INTEGRATED PLANNING & INVESTMENTS
Clovis, CA 93612
Some features on this profile are disabled
CRD#: 4645536
CF

Professional summary


Christopher Timothy Fide, who also goes by Christopher T. Fide, is a registered financial advisor currently at INTEGRATED PLANNING & INVESTMENTS located in Clovis, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Christopher has worked at 3 firms and has passed the Series 66, Series 65, SIE, Series 7, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Christopher T. Fide

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.
***Fixed Insurance; Investment Related; Clovis, CA; Agent; Group/Ind Health, STD, LTD, Annuities, LTC; Start Date: 10/01/2014; 5 hrs per month; 5 during trading hours. ***Partner/Tax Advisor; Integrated CPA Group LLP; not investment related; Clovis, CA; 04/2023; 5 hrs/mo; 0 during trading hours. ***Rental Property; Not Investment Related; Clovis, CA; Rental Property; ; Start Date: 03/15/2019; 4 hrs per month; 0 during trading hours. ***Rental Property 1; Not Investment Related; Clovis, CA; Co-Owner; co-owner of rental property; Start Date: 09/01/2020; 2 hrs per month; 0 during trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Timothy Fide'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

April 10, 2023 - Present

INTEGRATED PLANNING & INVESTMENTS

Office #1: 1606 Clovis Ave., Clovis, CA 93612
RIA
CRD#: 325172
Clovis, CA
Past

September 25, 2014 - April 11, 2023

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
Fresno, CA
Past

August 26, 2014 - April 11, 2023

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
Fresno, CA
Past

April 2, 2003 - November 18, 2011

MANGHAM ASSOCIATES, INC.

RIA
CRD#: 106300
CHARLOTTESVILLE, 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
California
(4/10/2023)
IAR
Texas
(4/17/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/22/2014
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


IP
INTEGRATED PLANNING & INVESTMENTS
INTEGRATED PLANNING & INVESTMENTS

CRD#: 325172 / SEC#:

California
Registered Investment Advisory firm - (4/10/2023 Approved)
Texas
Registered Investment Advisory firm - (4/12/2023 Approved)
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Contact information


Main Address
1606 Clovis Ave., Clovis, CA 93612
Mailing Address
Phone number
(559) 472-3656
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts395
AUM (Assets Under Management)$ 86,000,000

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


INTEGRATED PLANNING & INVESTMENTS

CRD#: 325172Clovis, CA 93612

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