Christopher S. Alman

EQUIP FINANCIAL PARTNERS

Fairhope, AL

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CRD#: 6047249

Professional summary

Christopher Steven Alman, CFP®, who also goes by Chris S Alman, is a registered financial advisor currently at EQUIP FINANCIAL PARTNERS located in Fairhope, Alabama.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Christopher has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris S Alman

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.

Name: Equip CFO Investment Related?: No Address: 82 Plantation Pointe Rd #289, Fairhope, AL 36532 Nature of Business: Business Consulting Position: Fractional CFO Title: Owner Start Date: October 24, 2023 20% of hours per month 20% of hours per month during trading hours Business Consulting and Operational Support

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Steven Alman'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

November 15, 2022 - Present

EQUIP FINANCIAL PARTNERS

RIA

CRD#: 323730

Fairhope, AL

Past

February 22, 2014 - October 19, 2022

BROWN FINANCIAL ADVISORY

RIA

CRD#: 155548

FAIRHOPE, AL

Past

April 26, 2012 - February 3, 2014

CHARLES D. JONES CAPITAL MANAGEMENT, INC.

RIA

CRD#: 118218

WACO, TX

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

Alabama
(11/15/2022)

IAR

Texas
(11/30/2022)

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: 4/25/2012

Uniform Investment Adviser Law Examination

Current Firm

EQUIP FINANCIAL PARTNERS

EQUIP FINANCIAL PARTNERS | EQUIP FINANCIAL PARTNERS, LLC

CRD#: 323730 / SEC#:

Alabama

Registered Investment Advisory firm - (11/15/2022 Approved)

Texas

Registered Investment Advisory firm - (11/23/2022 Conditional Restricted)

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Contact information

Main Address

Fairhope, AL

Mailing Address

82 Plantation Pointe Pmb #289, Fairhope, AL 36532

Phone number

(251) 373-8363

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 3,836,678

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher S. Alman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Steven Alman's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUIP FINANCIAL PARTNERS

BROWN FINANCIAL ADVISORY

CHARLES D. JONES CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/25/2012

Current Firm

EQUIP FINANCIAL PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EQUIP FINANCIAL PARTNERS

TRUST BUT VERIFY

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