Christopher R. Ferrer
Professional summary
Christopher Richard Ferrer, who also goes by Christopher R Ferrer, Christopher Ferrer, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Charlotte, North Carolina.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Christopher has worked at 3 firms and has passed the Series 65 and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Richard Ferrer's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 27, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277Office #2: 2400 E Commercial Blvd Ste 300, Fort Lauderdale, FL 33308March 21, 2024 - November 11, 2025
FINANCIAL PLANNING SERVICES, INC.
December 15, 2023 - November 11, 2025
INTEGRATED FINANCIAL STRATEGIES, LLC
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/2/2025)
(7/22/2025)
(6/27/2025)
Exams
Current Firm
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
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.
