Christian J. Leveque

CCM INVESTMENT ADVISERS

COLUMBIA, SC 29201

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CRD#: 5160508

Professional summary

Christian John Leveque is a registered financial advisor currently at CCM INVESTMENT ADVISERS, LLC located in Columbia, South Carolina.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Christian has worked at 5 firms and has passed the Series 65, Series 66, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Christian John Leveque's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 11, 2023 - Present

CCM INVESTMENT ADVISERS, LLC

Office #1: 1201 Main Street Suite 1910, Columbia, SC 29201

RIA

CRD#: 105743

COLUMBIA, SC

Past

November 3, 2016 - February 28, 2023

PAYDEN & RYGEL DISTRIBUTORS

CRD#: 29868

LOS ANGELES, CA

Past

September 16, 2013 - August 2, 2016

FIRST TRYON SECURITIES, LLC

CRD#: 7336

ATLANTA, GA

Past

April 24, 2012 - July 2, 2013

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ATLANTA, GA

Past

April 2, 2012 - July 2, 2013

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ATLANTA, GA

Past

January 21, 2009 - March 14, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

ATLANTA, GA

Past

October 2, 2008 - March 14, 2013

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

ATLANTA, GA

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".

CCM INVESTMENT ADVISERS, LLC

CCM ADVISERS, LLC | COMPANION CAPITAL MANAGEMENT INC | CCM INVESTMENT ADVISERS, LLC

CRD#: 105743 / SEC#: 801-29159

RIA

Registered Investment Advisory firm - (4/3/1987 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
(8/11/2023)

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 65

Date: 8/11/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/14/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/30/2008

General Securities Representative Examination

Current Firm

CCM INVESTMENT ADVISERS, LLC

CCM ADVISERS, LLC | COMPANION CAPITAL MANAGEMENT INC | CCM INVESTMENT ADVISERS, LLC

CRD#: 105743 / SEC#: 801-29159

RIA

Registered Investment Advisory firm - (4/3/1987 Approved)

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Contact information

Main Address

1201 Main Street Suite 1910, Columbia, SC 29201

Mailing Address

Po Box 7488, Columbia, SC 29202-7488

Phone number

(803) 254-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CCM ADV PART 2 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,057
AUM (Assets Under Management)	$ 1,318,093,474

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.

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Advisor Monitoring

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Christian J. Leveque

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian John Leveque's CRS (Customer Relationship Summary).

Certified licenses

Experience

PAYDEN & RYGEL DISTRIBUTORS

FIRST TRYON SECURITIES, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

Primary Firm SEC Registration

CCM INVESTMENT ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/2023

Series 66

Date: 1/14/2009

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/30/2008

Current Firm

CCM INVESTMENT ADVISERS, LLC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CCM INVESTMENT ADVISERS, LLC

TRUST BUT VERIFY

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