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CB

Christopher G. Bounds

BOUNDS & COMPANY
Delray Beach, FL
Some features on this profile are disabled
CRD#: 5455239
CB

Professional summary

Christopher Glen Bounds is a registered financial advisor currently at BOUNDS & COMPANY, LLC located in Delray Beach, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Christopher has worked at 3 firms and has passed the Series 66, Series 3 and Series 7 exams.

top-8-questions

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.
BOUNDS INVESTMENTS, LLC; 20 HR MONTH; 15 HRS DURING TRADING; INVESTMENT RELATED: DUTIES - MANAGING MEMBER, PRINCIPLE, STARTED 9/2011 TO PRESENT. MANAGES AN INVESTMENT VEHICLE, BOUNDS & CO MERCHANT FINANCE, LLC. BOUNDS AG SERVICE HOLDINGS CORPORATION, 1 HR MONTH, MANAGER, STARTED 2/2018 TO PRESENT, DAVIS RANCH, LLC, 1 HR MONTH, MANAGER, STARTED 1/2023 TO PRESENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Glen Bounds'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®
None

Experience

Current

December 10, 2009 - Present

BOUNDS & COMPANY, LLC

RIA
CRD#: 152166
Delray Beach, FL
Past

January 30, 2008 - November 10, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BOYNTON BEACH, FL
Past

January 14, 2008 - January 1, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
BOYNTON BEACH, FL
Past

January 1, 2008 - November 10, 2009

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BOYNTON BEACH, FL

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
Florida
(12/10/2009)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/25/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 6/16/2008
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 1/11/2008
General Securities Representative Examination

Current Firm

B&
BOUNDS & COMPANY, LLC
BOUNDS & CO. | DAVIS RANCH, LLC | BOUNDS INVESTMENTS, LLC | BOUNDS AG SERVICE HOLDINGS CORPORATION | BOUNDS & COMPANY, LLC

CRD#: 152166 / SEC#:

Florida
Registered Investment Advisory firm - (12/10/2009 Approved)
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Contact information

Main Address
Ocean Ridge, FL
Mailing Address
Phone number
(561) 797-0013
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts68
AUM (Assets Under Management)$ 5,815,235

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

BOUNDS & COMPANY, LLC

CRD#: 152166Delray Beach, FL

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