Christopher Thomas Tully
CFP®, CIMA®Professional Summary
Christopher Thomas Tully, CFP®, CIMA® is a registered financial advisor currently at EAGLE WEALTH STRATEGIES located in Mullica Hill, New Jersey. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 10, Series 9 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Social Security Planning
- Employee and Employer Plan Benefits
- Retirement Planning
- Investment Planning
- Retirement Income Management
- Comprehensive Financial Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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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.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
EAGLE WEALTH STRATEGIES | EAGLE WEALTH STRATEGIES, LLC
Contact Information
Main Address
118 Bridgeton Pike, Mullica Hill, NJ 08062Phone Number
(856) 845-4005# of Employees
11SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,828AUM (Assets Under Management)
$653,846,028Similar Advisors
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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.
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Primary Firm SEC Registration
EAGLE WEALTH STRATEGIES | EAGLE WEALTH STRATEGIES, LLC
State Registrations and Notice Filings
(3/27/2023)
(3/20/2025)
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.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Dec 2012About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Oct 2012About the Series 9 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jul 2006About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Thomas Tully's CRS (Customer Relationship Summary).
Services Offered by Christopher
- Social Security Planning
- Employee and Employer Plan Benefits
- Retirement Planning
- Investment Planning
- Retirement Income Management
- Comprehensive Financial Planning
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