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Christopher P. Reid

Some features on this profile are disabled
CRD#: 7532431
CR

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher Patrick Reid was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 2022. Christopher had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 19, 2025 - April 21, 2026

WOODWARD FINANCIAL ADVISORS, INC.

RIA
CRD#: 150641
CHAPEL HILL, NC
Past

October 18, 2022 - April 15, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
DURHAM, NC
Past

August 29, 2022 - April 15, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
DURHAM, 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".
WOODWARD FINANCIAL ADVISORS, INC.
WOODWARD FINANCIAL ADVISORS, INC.
AVMALI, INC. | WOODWARD FINANCIAL ADVISORS, INC.

CRD#: 150641 / SEC#: 801-70279

RIA
Registered Investment Advisory firm - (6/8/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/17/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/29/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/29/2022
Securities Industry Essentials Examination

Current Firm

WOODWARD FINANCIAL ADVISORS, INC.
WOODWARD FINANCIAL ADVISORS, INC.
AVMALI, INC. | WOODWARD FINANCIAL ADVISORS, INC.

CRD#: 150641 / SEC#: 801-70279

RIA
Registered Investment Advisory firm - (6/8/2009 Approved)
PREMIUM
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Contact information

Main Address
101 Glen Lennox Drive Suite 110, Chapel Hill, NC 27517
Mailing Address
Phone number
(919) 929-2495
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (4 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

ADV PART 2 (9/4/2025)

Regulatory assets under management

Total Number of Accounts197
AUM (Assets Under Management)$ 574,323,013

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

WOODWARD FINANCIAL ADVISORS, INC.

WOODWARD FINANCIAL ADVISORS, INC.

CRD#: 150641

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