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CN

Christopher B. Neils

BFY SECURITIES
Yarmouth, ME
Some features on this profile are disabled
CRD#: 5368691
CN

Professional summary


Christopher B Neils JR., who also goes by Christopher B Neils, Christopher Brian Neils, is a registered financial professional currently at BFY SECURITIES, LLC located in Yarmouth, Maine.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 2009. Christopher has worked at 7 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christopher B Neils | Christopher Brian Neils

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) - BD


Click below to view Christopher B Neils JR.'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

June 10, 2024 - Present

BFY SECURITIES, LLC

BD
CRD#: 187514
Yarmouth, ME
Past

February 11, 2022 - December 14, 2023

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
SAN FRANCISCO, CA
Past

May 24, 2018 - December 2, 2021

HARRIS WILLIAMS

BD
CRD#: 113930
SAN FRANCISCO, CA
Past

August 28, 2014 - May 18, 2018

ALTACCESS SECURITIES COMPANY, L.P.

BD
CRD#: 119441
SAN FRANCISCO, CA
Past

February 18, 2011 - December 23, 2013

INTREPID INVESTMENT BANKERS LLC

BD
CRD#: 154801
LOS ANGELES, CA
Past

June 1, 2009 - November 18, 2009

MORGAN STANLEY

BD
CRD#: 149777
NEW YORK, NY
Past

January 26, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/10/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 6/29/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BS
BFY SECURITIES, LLC
BFY SECURITIES, LLC | CEDAR CREST ADVISORS, LLC

CRD#: 187514 / SEC#: , 8-69610

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
23 Ledgewood Drive, Yarmouth, ME 04096
Mailing Address
23 Ledgewood Drive, Yarmouth, ME 04096
Phone number
(508) 954-4931
Established
Utah since 02/20/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WELLNESS PARTNERS, LLCOWNER
BURGMAIER, MICHAEL CHRISTOPHERCHIEF EXECUTIVE OFFICER5653604
MCCOY, NICOLAS ALLENCHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER4449766

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


BFY SECURITIES, LLC

CRD#: 187514Yarmouth, ME

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