Christopher R. Mccall
JOURNEY BEYOND WEALTH
Kennesaw, GA 30144
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CRD#: 4709839
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.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Tax Planning
Budgeting
Retirement Income Management
Comprehensive Financial Planni...
Education Planning
Insurance Planning
Inheritance
Employee and Employer Plan Ben...
Debt Management
Estate Planning
Do you have an area of expertise or specialization?
Alternative or Private Investm...
AUM
Baby Boomers
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Christopher R Mccall
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.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Robert Mccall'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®
CFP®
Start date: 2015
Experience
Current
May 2, 2019 - Present
JOURNEY BEYOND WEALTH
Office #1: 125 Townpark Drive Nw Suite 300, Kennesaw, GA 30144RIA
CRD#: 290367
Kennesaw, GA
Past
May 15, 2007 - November 25, 2009
CONVERGENT WEALTH ADVISORS, LLC
RIA
CRD#: 143719
ATLANTA, GA
Past
September 20, 2006 - May 21, 2007
LYDIAN WEALTH MANAGEMENT COMPANY, LLC
RIA
CRD#: 107659
ROCKVILLE, MD
Past
June 7, 2004 - February 2, 2006
LYDIAN WEALTH MANAGEMENT COMPANY, LLC
RIA
CRD#: 107659
ROCKVILLE, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JB
JOURNEY BEYOND WEALTH
AVERA WEALTH ADVISORS, LLC | JOURNEY BEYOND WEALTH, LLC | JOURNEY BEYOND WEALTH | JBW
CRD#: 290367 / SEC#: 801-128161
RIA
Registered Investment Advisory firm - (6/15/2023 Approved)Georgia
Registered Investment Advisory firm - (7/17/2023 Terminated)Louisiana
Registered Investment Advisory firm - (7/10/2023 Terminated)Tennessee
Registered Investment Advisory firm - (7/10/2023 Terminated)Texas
Registered Investment Advisory firm - (7/10/2023 Terminated)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
Georgia(5/2/2019)
IAR
Texas(6/6/2022)
Current Firm
JB
JOURNEY BEYOND WEALTH
AVERA WEALTH ADVISORS, LLC | JOURNEY BEYOND WEALTH, LLC | JOURNEY BEYOND WEALTH | JBW
CRD#: 290367 / SEC#: 801-128161
RIA
Registered Investment Advisory firm - (6/15/2023 Approved)Georgia
Registered Investment Advisory firm - (7/17/2023 Terminated)Louisiana
Registered Investment Advisory firm - (7/10/2023 Terminated)Tennessee
Registered Investment Advisory firm - (7/10/2023 Terminated)Texas
Registered Investment Advisory firm - (7/10/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
300 Colonial Center Parkway Suite 100, Roswell, GA 30076
Mailing Address
Phone number
(678) 331-7900
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 365 |
| AUM (Assets Under Management) | $ 226,095,412 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
