Christopher W. Bishop
PARTNERS IN FINANCIAL PLANNING
Salem, VA 24153
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CRD#: 6588392
Professional summary
Christopher William Bishop, CFP® is a registered financial advisor currently at PARTNERS IN FINANCIAL PLANNING, LLC located in Salem, Virginia.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Christopher has worked at 1 firm and has passed the Series 65 exam.
Biography
Chris has been part of the Partners in Financial Planning family since 2014. Inspired after leading a number of financial education classes, he decided to make a career change to financial planning after 17 years in the Information Technology industry. Chris has appeared on the local TV station WDBJ7 and referenced in local publications such as The Roanoke Times and The Renewanation Review discussing various financial topics. Additionally, Roanoke Catholic and Renewanation have recognized him for his involvement in the Virginia Education Improvement Scholarships Tax Credit Program. He holds a Bachelor of Science in Business Information Technology from Virginia Tech. Chris enjoys teaching young people at his church and being active in his son’s soccer teams. Chris and his wife enjoy visiting historic places such as presidential homes and his favorite place to be on vacation is anywhere with a beach.
Question & Answer
What are your service offerings?
Insurance Planning
Comprehensive Financial Planni...
Retirement Planning
Estate Planning
Tax Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
Investment Advice without Ongo...
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher William Bishop'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®
Start date: 2016
Experience
Current
March 25, 2016 - Present
PARTNERS IN FINANCIAL PLANNING, LLC
Office #1: 421 South College Avenue, Salem, VA 24153RIA
CRD#: 151980
Salem, VA
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".
PARTNERS IN FINANCIAL PLANNING, LLC
PARTNERS IN FINANCIAL PLANNING, LLC
CRD#: 151980 / SEC#: 801-70754
RIA
Registered Investment Advisory firm - (11/10/2009 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.Highlighted states indicate IAR registrations
IAR
Texas(2/18/2022)
IAR
Virginia(3/25/2016)
Current Firm
PARTNERS IN FINANCIAL PLANNING, LLC
PARTNERS IN FINANCIAL PLANNING, LLC
CRD#: 151980 / SEC#: 801-70754
RIA
Registered Investment Advisory firm - (11/10/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
421 South College Avenue, Salem, VA 24153
Mailing Address
421 South College Avenue, Salem, VA 24153
Phone number
(540) 444-2930
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,774 |
| AUM (Assets Under Management) | $ 779,819,330 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/10/2025 | ||
| 02/13/2024 | ||
| 01/09/2023 |
Red Flags
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Company Information
PARTNERS IN FINANCIAL PLANNING, LLC
CRD#: 151980Salem, VA 24153TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
