Christopher P. Shoup

SOUTHSHORE FINANCIAL PLANNING

Lithia, FL

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CRD#: 4822786

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.

Biography

How Are We Different ?

Proactive approach to tax planning
Flexible Income Strategies (without annuities)
Coordinated planning approach leveraging third party professionals in the areas of law, tax, and insurance
No account size minimums or requirements for us to manage your investments 
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

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Fixed Fee (Subscription, Retai...

Hourly

Retirement Planning & Distribu...

Tax 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.

SOUTHSHORE FINANCIAL PLANNING LLC / INVESTMENT RELATED / APOLLO BEACH, FL / REGISTERED INVESTMENT ADVISOR / PRINCIPAL AND CCO / OCT 2020 / 150 HOURS PER MONTH / 100% DURING BUSINESS HOURS

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

CRD#: 7870

TAMPA, FL

Past

March 17, 2005 - July 25, 2006

STATE FARM VP MANAGEMENT CORP.

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

CRD#: 6321

MINNEAPOLIS, MN

Past

September 10, 2004 - October 28, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

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)

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

State Security Law Exam

IAR

Series 66

Date: 9/17/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/14/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/27/2004

General Securities Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	119
AUM (Assets Under Management)	$ 51,171,714

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Christopher P. Shoup

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Paul Shoup's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORIGIN INVESTMENT ADVISORY LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

STATE FARM VP MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/17/2004

Series 7TO

Date: 3/14/2022

SIE

Date: 10/1/2018

Series 7

Date: 8/27/2004

Current Firm

SOUTHSHORE FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SOUTHSHORE FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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