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Christopher Ragsdale

PIEDMONT FINANCIAL CONSULTING
LAUREL, MD 20708
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CRD#: 6620239
CR

Professional summary


Christopher Ragsdale, who also goes by Christopher Angelo Ragsdale, is a registered financial advisor currently at PIEDMONT FINANCIAL CONSULTING located in Laurel, Maryland.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Christopher has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Christopher Angelo Ragsdale

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Ragsdale'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®
None

Experience


Current

January 17, 2024 - Present

PIEDMONT FINANCIAL CONSULTING

Office #1: 14502 Greenview Drive Suite 500, Laurel, MD 20708
RIA
CRD#: 314420
LAUREL, MD
Past

July 2, 2021 - December 31, 2023

PIEDMONT FINANCIAL CONSULTING

RIA
CRD#: 314420
CHEVY CHASE, MD
Past

April 7, 2016 - November 20, 2017

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Hunt Valley, MD

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
Maryland
(1/17/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/28/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PF
PIEDMONT FINANCIAL CONSULTING
PIEDMONT FINANCIAL CONSULTING | THE PIEDMONT FINANCIAL CONSULTING GROUP, LLC

CRD#: 314420 / SEC#:

Maryland
Registered Investment Advisory firm - (7/2/2021 Approved)
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Contact information


Main Address
14502 Greenview Drive Suite 500, Laurel, MD 20708
Mailing Address
Phone number
(240) 630-1113
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 12,860

Red Flags


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

Company Information


PIEDMONT FINANCIAL CONSULTING

CRD#: 314420Laurel, MD 20708

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