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CC

Christopher Church

C2 FINANCIAL PLANNING LLC
MILLS RIVER, NC 28759
Some features on this profile are disabled
CRD#: 7648928
CC

Professional summary

Christopher Church is a registered financial advisor currently at C2 FINANCIAL PLANNING LLC located in Mills River, North Carolina.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Christopher has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

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 Church'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

August 15, 2025 - Present

C2 FINANCIAL PLANNING LLC

Office #1: 343 Samuel Dr, Mills River, NC 28759
RIA
CRD#: 337236
MILLS RIVER, NC
Past

February 8, 2023 - January 2, 2025

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
Asheville, NC
Past

January 5, 2023 - January 2, 2025

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
Asheville, 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
North Carolina
(8/15/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/3/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/5/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/22/2022
Securities Industry Essentials Examination

Current Firm

CF
C2 FINANCIAL PLANNING LLC
C2 FINANCIAL PLANNING LLC

CRD#: 337236 / SEC#:

North Carolina
Registered Investment Advisory firm - (8/15/2025 Approved)
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Contact information

Main Address
343 Samuel Dr, Mills River, NC 28759
Mailing Address
Phone number
(704) 975-1795
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 5,000

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

C2 FINANCIAL PLANNING LLC

CRD#: 337236Mills River, NC 28759

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