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Christopher J. Barkema

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CRD#: 5087243
CB

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 Jon Barkema, who also goes by Cj Barkema, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 2006. Christopher had worked at 6 firms and has passed the Series 63, Series 65, Series 66, SIE, Series 6 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cj Barkema

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

January 14, 2021 - August 15, 2022

PERSONAL CAPITAL ADVISORS CORPORATION

RIA
CRD#: 155172
Mill Creek, WA
Past

April 10, 2018 - March 2, 2021

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

March 27, 2018 - February 10, 2021

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
Mill Creek, WA
Past

July 11, 2017 - March 23, 2018

LPL FINANCIAL LLC

RIA
CRD#: 6413
GREENSBORO, NC
Past

September 10, 2010 - December 13, 2016

FISHER INVESTMENTS

RIA
CRD#: 107342
CAMAS, WA
Past

July 18, 2006 - July 5, 2007

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
IOWA CITY, IA
Past

January 26, 2006 - July 5, 2007

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
IOWA CITY, IA

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
Series 63
Date: 4/17/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 2/6/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PC
PERSONAL CAPITAL ADVISORS CORPORATION
PERSONAL CAPITAL ADVISORS CORPORATION | SAFECORP ADVISORS CORPORATION

CRD#: 155172 / SEC#: 801-72613

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Contact information


Main Address
8515 East Orchard Road, Greenwood Village, CO 80111
Mailing Address
Phone number
(855) 855-8005
Established
Firm type
Fiscal year end
# of Employees
367

Documents


Latest Form ADV

Part 2 Brochures

PERSONAL CAPITAL ADVISORS CORPORATION FORM ADV 2A 02.15.2023 (2/15/2023)

Regulatory assets under management


Total Number of Accounts104,861
AUM (Assets Under Management)$ 23,087,723,467

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


PERSONAL CAPITAL ADVISORS CORPORATION

CRD#: 155172

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