Christopher Robert Mccall
CFP®, CIMA®Professional Summary
Christopher Robert Mccall, CFP®, CIMA®, who also goes by Christopher R Mccall, is a registered financial advisor currently at JOURNEY BEYOND WEALTH located in Kennesaw, Georgia. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Christopher has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Retirement Planning
- Tax Planning
- Cashflow & Budgeting
- Financial Planning
- Education Funding
- Risk Management & Insurance
- Estate & Legacy Planning
- Business Services
Specializations
Other Aliases
Christopher R Mccall
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Current Firm
AVERA WEALTH ADVISORS, LLC | JOURNEY BEYOND WEALTH, LLC | JOURNEY BEYOND WEALTH | JBW
Contact Information
Main Address
300 Colonial Center Parkway Suite 100, Roswell, GA 30076Phone Number
(678) 331-7900# of Employees
6SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
412AUM (Assets Under Management)
$250,267,449Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Primary Firm SEC Registration
AVERA WEALTH ADVISORS, LLC | JOURNEY BEYOND WEALTH, LLC | JOURNEY BEYOND WEALTH | JBW
State Registrations and Notice Filings
(5/2/2019)
(6/6/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Robert Mccall's CRS (Customer Relationship Summary).
Services Offered by Christopher
- Investment Management
- Retirement Planning
- Tax Planning
- Cashflow & Budgeting
- Financial Planning
- Education Funding
- Risk Management & Insurance
- Estate & Legacy Planning
- Business Services
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
