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Christopher L. Poillon

BRAINS INVESTMENTS
Great Falls, VA
Some features on this profile are disabled
CRD#: 7118130
CP

Professional summary

Christopher Lance Poillon is a registered financial advisor currently at BRAINS INVESTMENTS, LLC located in Great Falls, Virginia.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Christopher has worked at 1 firm and has passed the Series 65 and Series 66 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Lance Poillon's CRS (Customer Relationship Summary).
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

August 24, 2019 - Present

BRAINS INVESTMENTS, LLC

RIA
CRD#: 304148
Great Falls, VA

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".
BI
BRAINS INVESTMENTS, LLC
BRAINS INVESTMENTS, LLC

CRD#: 304148 / SEC#: 801-117193

RIA
Registered Investment Advisory firm - (8/15/2019 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
Virginia
(8/24/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/21/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/20/2018
Uniform Combined State Law Examination

Current Firm

BI
BRAINS INVESTMENTS, LLC
BRAINS INVESTMENTS, LLC

CRD#: 304148 / SEC#: 801-117193

RIA
Registered Investment Advisory firm - (8/15/2019 Approved)
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Contact information

Main Address
Great Falls, VA
Mailing Address
Phone number
(571) 344-2032
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRAINS FORM ADV PART 2A WRAP FEE PROGRAM BROCHURE 17 MARCH 2025 (3/19/2025)

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 2

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

BRAINS INVESTMENTS, LLC

CRD#: 304148Great Falls, VA

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