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CA

Christopher T. Anderson

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CRD#: 4957726
CA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher T Anderson, who also goes by Chris Thomas Anderson, Christopher Thomas Anderson, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 2005. Christopher had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chris Thomas Anderson | Christopher Thomas Anderson

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 1, 2015 - October 30, 2015

FUNDTEQ

RIA
CRD#: 269857
BIRMINGHAM, MI
Past

January 3, 2015 - January 20, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
TROY, MI
Past

December 16, 2014 - January 20, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
TROY, MI
Past

July 20, 2012 - February 6, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BLOOMFIELD HILLS, MI
Past

June 11, 2012 - February 6, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BLOOMFIELD HILLS, MI
Past

April 19, 2007 - October 16, 2007

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
STERLING HEIGHTS, MI
Past

April 18, 2007 - October 16, 2007

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
STERLING HEIGHTS, MI
Past

September 27, 2006 - April 12, 2007

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
STERLING HEIGHTS, MI
Past

October 24, 2005 - September 15, 2006

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
ROSEVILLE, MI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/14/2012
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FU
FUNDTEQ
BLACK OAK CAPITAL, LLC | FUNDTEQ

CRD#: 269857 / SEC#:

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Contact information


Main Address
Clarkston, MI
Mailing Address
Phone number
(248) 550-0683
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts104
AUM (Assets Under Management)$ 9,112,134

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


FUNDTEQ

CRD#: 269857

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