Christopher D. Musick

PURPOSE FINANCIAL PLANNING

Fayetteville, GA

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CRD#: 6675045

Professional summary

Christopher David Musick, CFP®, who also goes by Christopher Musick, is a registered financial advisor currently at PURPOSE FINANCIAL PLANNING located in Fayetteville, Georgia.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. 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

Christopher Musick

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.

1. STEWARD WEALTH STRATEGIES POSITION: Wealth Manager / Director of Financial Planning NATURE: Corporation. This is the DBA for advisor practice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/30/2017 ADDRESS: 343 E Six Forks Road, Suite 388, Raleigh NC 27609, United States DESCRIPTION: Wealth Manager assisting clients on the firm. Help train and manage office team around financial planning. 2. DWARF HOUSE GROUP, LLC POSITION: Operations Consultant NATURE: Dwarf House Group is an LLC and the owns S. Truett Cathy brand restaurants including theFayetteville Dwarf House. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 221 Banks Sta, Fayetteville GA 30214, United States DESCRIPTION: Support Executive General Manager of the Fayetteville Dwarf House in operational best practices.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher David Musick'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: 2018

Experience

Current

May 10, 2024 - Present

PURPOSE FINANCIAL PLANNING

RIA

CRD#: 331194

Fayetteville, GA

Past

November 3, 2023 - December 31, 2023

OSAIC WEALTH, INC.

RIA

CRD#: 23131

RALEIGH, NC

Past

November 3, 2023 - December 31, 2023

OSAIC WEALTH, INC.

CRD#: 23131

RALEIGH, NC

Past

November 3, 2017 - November 3, 2023

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

RALEIGH, NC

Past

August 30, 2017 - November 3, 2023

FSC SECURITIES CORPORATION

CRD#: 7461

RALEIGH, NC

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

Georgia
(5/10/2024)

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 66

Date: 11/2/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/30/2017

General Securities Representative Examination

Current Firm

PURPOSE FINANCIAL PLANNING

PURPOSE FINANCIAL PLANNING | PURPOSEFP, LLC

CRD#: 331194 / SEC#:

Georgia

Registered Investment Advisory firm - (5/10/2024 Approved)

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Contact information

Main Address

Fayetteville, GA

Mailing Address

210 Trilith Pkwy Suite 100, Fayetteville, GA 30214

Phone number

(470) 481-1841

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 D. Musick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher David Musick's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURPOSE FINANCIAL PLANNING

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 11/2/2017

SIE

Date: 10/1/2018

Series 7

Date: 8/30/2017

Current Firm

PURPOSE FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

PURPOSE FINANCIAL PLANNING

TRUST BUT VERIFY

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