CR
Christopher D. Robbins
VESTIA PERSONAL WEALTH ADVISORS
SIMPSONVILLE, SC
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CRD#: 6626919
CR
Professional summary
Christopher David Robbins, CFP®, who also goes by Chris Robbins, is a registered financial advisor currently at VESTIA PERSONAL WEALTH ADVISORS located in Simpsonville, South Carolina.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Christopher has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Robbins
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.
VESTIA INSURANCE, LLC (DBAS "VESTIA INSURANCE SERVICES" AND "VESTIA BENEFIT SOLUTIONS"); 9121 ILLINOIS RD FORT WAYNE, IN 46804; LICENSED VESTIA ADVISORS, LLC PERSONNEL MAY OFFER OR REFER INSURANCE SOLUTIONS TO INVESTMENT ADVISORY CLIENTS. THESE INSURANCE ACTIVITIES SOMETIMES RESULT IN COMMISSION PAYMENTS OR REVENUE SHARING TO VESTIA INSURANCE, LLC. A CONFLICT OF INTEREST EXISTS ANYTIME COMPENSATION IS INVOLVED. IN AN EFFORT TO REDUCE CONFLICTS OF INTEREST, FINANCIAL ADVISORS AT VESTIA DO NOT RECEIVE INDIVIDUAL COMMISSION PAYMENTS FROM ANY INSURANCE PROVIDER OR AGENCY. WHILE THE ADVISOR IS NOT PAID A DIRECT COMMISSION, OUR HOLDING COMPANY, AS WELL AS OUR FIRM PERSONNEL BENEFIT FROM THIS ARRANGEMENT SINCE REVENUE EARNED FROM THIS BUSINESS ACTIVITY MAY BE USED TO OFFSET OPERATING EXPENSES, PROVIDE SHAREHOLDER DISTRIBUTIONS, ETC. OUR ADVISORY FIRM AND ITS ASSOCIATES TAKE THEIR RESPONSIBILITIES SERIOUSLY AND RECOMMEND INSURANCE SOLUTIONS WE BELIEVE ARE APPROPRIATE FOR EACH CLIENT. MANAGING MEMBER; 03/2019-PRESENT; 4-5 HRS/MO DURING TRADING HRS; DUTIES INCLUDE INTRODUCING CLIENTS TO POTENTIAL SOLUTIONS.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher David Robbins'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®
Experience
Current
January 2, 2018 - Present
VESTIA PERSONAL WEALTH ADVISORS
RIA
CRD#: 290565
SIMPSONVILLE, SC
Past
June 30, 2017 - January 2, 2018
LARSON FINANCIAL GROUP, LLC
RIA
CRD#: 140599
Indianapolis, IN
Past
June 22, 2017 - December 31, 2017
LARSON FINANCIAL SECURITIES, LLC
BD
CRD#: 152517
INDIANAPOLIS, IN
Past
May 13, 2016 - June 13, 2016
LARSON FINANCIAL SECURITIES, LLC
BD
CRD#: 152517
SAINT LOUIS, MO
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".
VP
VESTIA PERSONAL WEALTH ADVISORS
HELD AWAY METHOD, LLC | VESTIA VENTURES, LLC | VESTIA RETIREMENT PLAN CONSULTANTS | VESTIA PERSONAL WEALTH ADVISORS | VESTIA INSURANCE, LLC | VESTIA CONTRACT NEGOTIATION, LLC | VESTIA BROKERAGE, LLC | VESTIA ADVISORS, LLC
CRD#: 290565 / SEC#: 801-112175
RIA
Registered Investment Advisory firm - (12/13/2017 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
South Carolina(11/9/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VP
VESTIA PERSONAL WEALTH ADVISORS
HELD AWAY METHOD, LLC | VESTIA VENTURES, LLC | VESTIA RETIREMENT PLAN CONSULTANTS | VESTIA PERSONAL WEALTH ADVISORS | VESTIA INSURANCE, LLC | VESTIA CONTRACT NEGOTIATION, LLC | VESTIA BROKERAGE, LLC | VESTIA ADVISORS, LLC
CRD#: 290565 / SEC#: 801-112175
RIA
Registered Investment Advisory firm - (12/13/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9121 Illinois Road Suite 51, Fort Wayne, IN 46804
Mailing Address
Phone number
(877) 669-1126
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,829 |
| AUM (Assets Under Management) | $ 827,349,846 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/22/2024 | ||
| 10/30/2024 | ||
| 02/28/2023 |
Red Flags
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.
