CH
Christopher C. Huston
VERTEX PARTNERS
Downers Grove, IL 60515
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CRD#: 4914394
CH
Professional summary
Christopher Charles Huston, AIF®, CIMA®, who also goes by Christopher Huston, is a registered financial advisor currently at VERTEX PARTNERS located in Downers Grove, Illinois.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Huston
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.
1. 03/18/2016 * Vertex Planning Partners * DBA for LPL Business (entity for LPL business) * INV REL * AT REPORTED BUSINESS LOCATION(S) * This business is used solely for LPL business. It is a DBA for my LPL business. Only LPL registered associates have an interest in this entity. This is not an insurance agency or an RIA. * START 04/01/2016 * 50 HRS/MO DURING SECS TRDG HRS. 2. 01/19/2022 - Reflexivity LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/04/2022 - 40 Hours Per Month/40 Hours During Securities Trading. 3. 04/14/2022 - VERTEX PARTNERS - Investment-Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 01/03/2022 - 180 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% -I provide investment advisory services through Vertex Partners, an independent investment advisor firm. I started this business activity in 01/2022. I expect to spend approximately 180 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 05/26/2023 - Aspire Planning Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 05/19/2023 - 1 Hour Per Month/ During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Charles Huston'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®
Experience
Current
March 31, 2022 - Present
VERTEX PARTNERS
Office #1: 3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515RIA
CRD#: 316839
Downers Grove, IL
Past
November 2, 2021 - April 29, 2022
HIGHPOINT PLANNING PARTNERS
RIA
CRD#: 316636
DOWNERS GROVE, IL
Past
November 14, 2016 - December 31, 2021
HIGHPOINT PLANNING PARTNERS
RIA
CRD#: 163768
Downers Grove, IL
Past
March 8, 2016 - March 11, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
DOWNERS GROVE, IL
Past
March 15, 2011 - March 10, 2016
NORTHERN TRUST SECURITIES, INC.
BD
CRD#: 7927
WINNETKA, IL
Past
January 9, 2006 - January 24, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
NORTHFIELD, IL
Past
March 4, 2005 - August 1, 2005
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
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".
VP
VERTEX PARTNERS
VERTEX PARTNERS | VERTEX PLANNING PARTNERS, LLC
CRD#: 316839 / SEC#: 801-122980
RIA
Registered Investment Advisory firm - (1/3/2022 Approved)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
Illinois(3/31/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VP
VERTEX PARTNERS
VERTEX PARTNERS | VERTEX PLANNING PARTNERS, LLC
CRD#: 316839 / SEC#: 801-122980
RIA
Registered Investment Advisory firm - (1/3/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515
Mailing Address
Phone number
(630) 836-3300
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,374 |
| AUM (Assets Under Management) | $ 827,936,305 |
Red Flags
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Company Information
VERTEX PARTNERS
CRD#: 316839Downers Grove, IL 60515TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
