Christopher W. Bredeson
Professional summary
Christopher W Bredeson, who also goes by Chris Whitcomb Bredeson, is a registered financial advisor currently at CX INSTITUTIONAL, LLC located in Plano, Texas.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Christopher has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher W Bredeson's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 19, 2024 - Present
CX INSTITUTIONAL, LLC
Office #1: 7500 Dallas Parkway Suite 500, Plano, TX 75024November 19, 2012 - August 5, 2024
FISHER INVESTMENTS
October 1, 2012 - November 15, 2012
J.P. MORGAN SECURITIES LLC
October 1, 2012 - November 15, 2012
J.P. MORGAN SECURITIES LLC
July 4, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
February 23, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
CX INSTITUTIONAL, LLC
CRD#: 292627 / SEC#: 801-112742
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/20/2024)
(8/19/2024)
Exams
Current Firm
CX INSTITUTIONAL, LLC
CRD#: 292627 / SEC#: 801-112742
Contact information
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,284 |
| AUM (Assets Under Management) | $ 4,121,239,331 |
Red Flags
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Company Information
CX INSTITUTIONAL, LLC
CRD#: 292627Plano, TX 75024TRUST BUT VERIFY
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