CF
Christopher S. Ferrell
PSI ADVISORS
Tampa, FL 33626
Some features on this profile are disabled
CRD#: 5458895
CF
Professional summary
Christopher Steven Ferrell, who also goes by Chris Ferrell, Christopher S Ferrell, Christopher Steven Ferrell, is a registered financial advisor currently at PSI ADVISORS, LLC located in Tampa, Florida and LPL FINANCIAL LLC located in Tampa, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Christopher has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Ferrell | Christopher S Ferrell | Christopher Steven Ferrell
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)2/28/18- Mark Scheidter & Associates- DBA for LPL Business (entity for LPL business)- Inv. Related- Tampa, FL
2)2/28/18- Mark Scheidter & Associates- Non-Variable Insurance- Agent for Fixed Life Insurance, Fixed Annuities, DI, LTC- Inv. Related- Tampa, FL- 1%
3) 4/10/2018 - PSI Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 2/28/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through PSI Advisors, an independent investment advisor firm. I started this business activity on 4/10/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
4. 09/11/2019 - Alton K. Cates, Jr., CPA, P.A. - Not investment related - At reported business location(s) - Referrals - start date:02/28/2019 - 1 hr/mo - 0 hrs during trading - Alton K. Cates, Jr., CPA PA - For Referral Purposes Only.
5. 09/12/2019 - FLD Insurance, Inc. - Not investment related - At reported business location(s) - Referrals - start date:02/28/2019 - 1 hr/mo - 0 hrs during trading - FLD Insurance, Inc. - For Referral Purposes Only.
6. 09/12/2019 - PayPlus, LLC - Not investment related - at reported business location(s) - Referrals - start date:02/28/2019 - 1 hr/mo - 0 hrs during trading - PayPlus- For Referral Purposes Only.
7. 09/12/2019 - Felix Blanco, CPA, P.A. - Not investment related - At reported business location(s) - Referrals - start date:02/28/2019 - 1 hr/mo - 0 hrs during trading.
8. LPL Financial, brokerage firm; Investment-related; 4707 Executive Drive, San Diego, CA 92121; Registered Representative; start 2/2018; spend 160 hours/month on RR duties of sales and client servicing under dba Mark Scheidter & Associates; 160 hours/month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Steven Ferrell'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
March 15, 2019 - Present
PSI ADVISORS, LLC
Office #1: 13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626RIA
CRD#: 285880
Tampa, FL
Current
February 28, 2018 - Present
LPL FINANCIAL LLC
Office #1: 13059 W. Linebaugh Ave, #102, Tampa, FL 33626RIA
BD
CRD#: 6413
Tampa, FL
Past
March 9, 2018 - December 31, 2018
PSI ADVISORS, LLC
RIA
CRD#: 285880
TAMPA, FL
Past
August 19, 2016 - March 7, 2018
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
TAMPA, FL
Past
July 14, 2016 - March 7, 2018
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
TAMPA, FL
Past
May 22, 2015 - February 8, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
Vienna, VA
Past
September 10, 2014 - February 8, 2016
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Vienna, VA
Past
April 30, 2014 - September 10, 2014
FINANCIAL TELESIS INC
BD
CRD#: 31012
FALLS CHURCH, VA
Past
April 19, 2010 - May 23, 2012
MORGAN STANLEY
BD
CRD#: 149777
BETHESDA, MD
Past
January 22, 2009 - March 23, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WASHINGTON, DC
Past
April 17, 2008 - May 30, 2008
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
TAMPA, FL
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".
PSI ADVISORS, LLC
BRANDENBURG FINANCIAL | WALKER WEALTH MANAGEMENT | TEAGUE & ASSOCIATES | PSI ADVISORS, LLC | MARK SCHEIDTER & ASSOCIATES | HUGHES & WALLINGTON INVESTMENT MANAGEMENT | EATON FINANCIAL
CRD#: 285880 / SEC#: 801-108813
RIA
Registered Investment Advisory firm - (1/3/2017 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.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
Florida(2/28/2018)
IAR
Florida(3/15/2019)
RR
North Carolina(10/31/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PSI ADVISORS, LLC
BRANDENBURG FINANCIAL | WALKER WEALTH MANAGEMENT | TEAGUE & ASSOCIATES | PSI ADVISORS, LLC | MARK SCHEIDTER & ASSOCIATES | HUGHES & WALLINGTON INVESTMENT MANAGEMENT | EATON FINANCIAL
CRD#: 285880 / SEC#: 801-108813
RIA
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Contact information
Main Address
13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626
Mailing Address
Phone number
(813) 343-3860
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,249 |
| AUM (Assets Under Management) | $ 696,692,392 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PSI ADVISORS, LLC
CRD#: 285880Tampa, FL 33626TRUST BUT VERIFY
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