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Christopher Paul Shoup

Christopher P. Shoup

SOUTHSHORE FINANCIAL PLANNING
Lithia, FL
Some features on this profile are disabled
CRD#: 4822786
Christopher Paul Shoup

Professional summary

Christopher Paul Shoup, CFP®, who also goes by Chris Shoup, is a registered financial advisor currently at SOUTHSHORE FINANCIAL PLANNING located in Lithia, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Christopher has worked at 8 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Core Areas of Focus

Cash Flow/Budgets/Credit Issues
Fixed Fee (Subscription
Retainer
etc.)
Hourly
Retirement Planning & Distribution Rules
Tax Planning

Biography

How Are We Different ? 1. Proactive approach to tax planning 2. Flexible Income Strategies (without annuities) 3. Coordinated planning approach leveraging third party professionals in the areas of law, tax, and insurance 4. No account size minimums or requirements for us to manage your investments 5. Flat or hourly pricing

Question & Answer

What are your service offerings?
Estate Planning
Tax Planning
Budgeting
Retirement Planning
Education Planning
Social Security Planning
Comprehensive Financial Planni...
Retirement Income Management
Socially Responsible Investing
Health Care
Insurance Planning
Investment Planning
Are you a "fiduciary"?
Yes

Aliases

Chris Shoup

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Paul Shoup'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®

Certified Financial Planner

Start date: 2020

Experience

Current

December 7, 2020 - Present

SOUTHSHORE FINANCIAL PLANNING

Office #2: 1600 E 8th Ave. Ste. A200, Tampa, FL 33605
RIA
CRD#: 311328
Lithia, FL
Past

January 28, 2023 - October 25, 2023

ORIGIN INVESTMENT ADVISORY LLC

RIA
CRD#: 305353
LITHIA, FL
Past

October 27, 2009 - November 6, 2020

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Tampa, FL
Past

October 16, 2009 - November 6, 2020

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Tampa, FL
Past

May 11, 2009 - October 1, 2009

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
TAMPA, FL
Past

April 3, 2009 - October 1, 2009

TD AMERITRADE, INC.

RIA
CRD#: 7870
TAMPA, FL
Past

August 30, 2006 - March 27, 2009

TD AMERITRADE, INC.

RIA
CRD#: 7870
TAMPA, FL
Past

August 2, 2006 - March 27, 2009

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
TAMPA, FL
Past

July 31, 2006 - October 1, 2009

TD AMERITRADE, INC.

BD
CRD#: 7870
TAMPA, FL
Past

March 17, 2005 - July 25, 2006

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL
Past

September 20, 2004 - October 28, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
GREENVILLE, SC
Past

September 10, 2004 - October 28, 2004

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 10, 2004 - October 28, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
(12/7/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/17/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/14/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/27/2004
General Securities Representative Examination

Current Firm

SOUTHSHORE FINANCIAL PLANNING
SOUTHSHORE FINANCIAL PLANNING
SOUTHSHORE FINANCIAL PLANNING | SOUTHSHORE FINANCIAL PLANNING, LLC | SOUTHSHORE FINANCIAL PLANNING LLC

CRD#: 311328 / SEC#:

Florida
Registered Investment Advisory firm - (12/7/2020 Approved)
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Contact information

Main Address
Lithia, FL
Mailing Address
1600 E 8th Ave. Ste. A200, Tampa, FL 33605
Phone number
(813) 406-0544
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts146
AUM (Assets Under Management)$ 53,834,795

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

SOUTHSHORE FINANCIAL PLANNING

SOUTHSHORE FINANCIAL PLANNING

CRD#: 311328Lithia, FL

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Contact information

(xxx) xxx-xxxx

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