CH
Christopher M. Haggerson
KENSINGTON FINANCIAL GROUP
WINSTON-SALEM, NC 27103
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CRD#: 6950525
CH
Professional summary
Christopher Michael Haggerson is a registered financial advisor currently at KENSINGTON FINANCIAL GROUP, INC. located in Winston-salem, North Carolina.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Christopher has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
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.
1) Oct 2012 Haggerson Enterprises LLC; S Corp owning members of Blue Bridge Benefits LLC; non-investment related; owner; collect rent received from rental properties/collect profit sharing paid out by Blue Bridge Benefits. Approx. hrs/mo: 10hrs/mo; Number of hours devoted to business during securities trading hours: 0 hrs; manage the general finances of the company i.e. payroll, taxes, budgeting.
2) May 2012 Blue Bridge Benefits, LLC; Investment Related: No; 326 S. Main St, Winston-Salem, NC 27101; Health and Life Insurance Brokerage; Owner/Partner; Approx. hrs/mo: 20hrs/mo; Number of hours devoted to business during securities trading hours: 3 hrs; Manage the financial books, conduct payroll, manage contractors, sell health and life insurance polices and provide customer service to existing clients.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Michael Haggerson'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®
NoneExperience
Current
June 4, 2018 - Present
KENSINGTON FINANCIAL GROUP, INC.
Office #1: 110 Oakwood Dr Suite 420, Winston-salem, NC 27103RIA
CRD#: 127658
WINSTON-SALEM, NC
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".
KF
KENSINGTON FINANCIAL GROUP, INC.
KENGINGTON FINANCIAL GROUP,INC. | KENSINGTON FINANCIAL GROUP, INC. | KENSINGTON FINANCIAL GROUP, CORPORATION | KENSINGTON FINANCIAL GROUP
CRD#: 127658 / SEC#: 801-120510
RIA
Registered Investment Advisory firm - (3/12/2021 Approved)North Carolina
Registered Investment Advisory firm - (3/30/2021 Terminated)Texas
Registered Investment Advisory firm - (3/24/2021 Terminated)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
North Carolina(6/4/2018)
Current Firm
KF
KENSINGTON FINANCIAL GROUP, INC.
KENGINGTON FINANCIAL GROUP,INC. | KENSINGTON FINANCIAL GROUP, INC. | KENSINGTON FINANCIAL GROUP, CORPORATION | KENSINGTON FINANCIAL GROUP
CRD#: 127658 / SEC#: 801-120510
RIA
Registered Investment Advisory firm - (3/12/2021 Approved)North Carolina
Registered Investment Advisory firm - (3/30/2021 Terminated)Texas
Registered Investment Advisory firm - (3/24/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
110 Oakwood Dr Suite 420, Winston-salem, NC 27103
Mailing Address
Phone number
(336) 712-9743
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 769 |
| AUM (Assets Under Management) | $ 146,753,496 |
Red Flags
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