RC
Russell G. Christopher
FORTIS CAPITAL ADVISORS
Greenville, SC 29601
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CRD#: 5134328
RC
Professional summary
Russell Gerard Christopher, who also goes by Russell Gerrard Christopher, is a registered financial advisor currently at FORTIS CAPITAL ADVISORS, LLC located in Greenville, South Carolina.
Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Russell has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Russell Gerrard Christopher
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) Business Name: Horizon Private Wealth Investment Related: Yes Address: same address as branch Nature of Business: DBA for insurance and investment business Position, Title or Relationship: Senior Business Consultant Start Date: 11/2024 Hours per month: 40 Hours per month during trading hours: 40 hours Duties: Grow the practice by converting leads from referrals, internal staff, and business partners into new clients 2) Business Name: Jetcor LLC Investment Related: Yes Address: PO Box 1236 Taylors SC 29687 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 8/10/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Buy, update and rent properties
CRS (Client Relationship Summary) - RIA
Click below to view Russell Gerard Christopher'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®
NoneExperience
Current
November 19, 2024 - Present
FORTIS CAPITAL ADVISORS, LLC
Office #1: 201 Riverplace, Suite 500, Greenville, SC 29601RIA
CRD#: 309709
Greenville, SC
Past
September 22, 2021 - November 7, 2024
BELPOINTE ASSET MANAGEMENT LLC
RIA
CRD#: 143440
Greenville, SC
Past
November 24, 2020 - September 23, 2021
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Greenville, SC
Past
March 6, 2019 - July 28, 2020
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
GREENVILLE, SC
Past
April 7, 2015 - July 1, 2016
NYLIFE SECURITIES LLC
BD
CRD#: 5167
GREENVILLE, SC
Past
May 3, 2006 - October 17, 2006
ADP BROKER-DEALER, INC.
BD
CRD#: 37693
ROSELAND, NJ
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".
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT
CRD#: 309709 / SEC#: 801-119354
RIA
Registered Investment Advisory firm - (8/28/2020 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
South Carolina(11/19/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT
CRD#: 309709 / SEC#: 801-119354
RIA
Registered Investment Advisory firm - (8/28/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7301 Mission Road Suite 326, Prairie Village, KS 66208
Mailing Address
Phone number
(913) 222-8862
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,774 |
| AUM (Assets Under Management) | $ 1,212,196,068 |
Red Flags
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Company Information
FORTIS CAPITAL ADVISORS, LLC
CRD#: 309709Greenville, SC 29601TRUST BUT VERIFY
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