Christopher Daniel Adkins
CFP®Professional Summary
Christopher Daniel Adkins, CFP® is a registered financial advisor currently at DEAN, JACOBSON FINANCIAL SERVICES located in Fort Worth, Texas and LPL FINANCIAL LLC located in Fort Worth, Texas. Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Christopher has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures on record.
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.
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Credentials
Years of Experience
7 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
DEAN, JACOBSON FINANCIAL SERVICES | DEAN, JACOBSON FINANCIAL SERVICES, LLC
Contact Information
Main Address
3112 W. 4th St., Fort Worth, TX 76107Mailing Address
P.o. Box 470185, Fort Worth, TX 76147-0185Phone Number
(817) 335-3214# of Employees
8SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
917AUM (Assets Under Management)
$519,412,773Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
DEAN, JACOBSON FINANCIAL SERVICES | DEAN, JACOBSON FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
(3/5/2020)
(9/21/2020)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Daniel Adkins's CRS (Customer Relationship Summary).
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