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CY

Christopher Yeagle

HONEYGO FINANCIAL
Perry Hall, MD
Some features on this profile are disabled
CRD#: 6783354
CY

Professional summary


Christopher Yeagle, who also goes by Chris Yeagle, Christopher Michael Yeagle, Christopher Yeagle, is a registered financial advisor currently at HONEYGO FINANCIAL located in Perry Hall, Maryland.

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, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris Yeagle | Christopher Michael Yeagle | Christopher Yeagle

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 Yeagle'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

July 21, 2020 - Present

HONEYGO FINANCIAL

RIA
CRD#: 309766
Perry Hall, MD
Past

March 22, 2019 - March 24, 2020

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
SEVERN, MD
Past

March 22, 2019 - March 24, 2020

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
SEVERN, MD
Past

July 19, 2017 - February 19, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HUNT VALLEY, MD
Past

June 2, 2017 - February 19, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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
(7/21/2020)
IAR
Texas
(7/1/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/14/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/1/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HF
HONEYGO FINANCIAL
HONEYGO FINANCIAL | HONEYGO FINANCIAL SERVICES, LLC

CRD#: 309766 / SEC#:

Maryland
Registered Investment Advisory firm - (7/21/2020 Approved)
Texas
Registered Investment Advisory firm - (7/1/2024 Conditional Restricted)
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Contact information


Main Address
Forest Hill, MD
Mailing Address
2329 Rocks Spring Road Po Box 72, Forest Hill, MD 21050-9998
Phone number
(443) 617-4136
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts38
AUM (Assets Under Management)$ 4,459,337

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.

Company Information


HONEYGO FINANCIAL

CRD#: 309766Perry Hall, MD

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