CB
Christopher R. Becker
EVERHART ADVISORS
DUBLIN, OH 43017
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CRD#: 7833657
CB
Professional summary
Christopher Ryan Becker is a registered financial advisor currently at EVERHART ADVISORS located in Dublin, Ohio.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. 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) Name: Scioto Capital, LLC - Investment-Related: Yes - Address: 30 N Gould St, Ste R, Sheridan, WY 82801 - Nature of the Business: Personal Real Estate Holding Company - Position: Owner - Start-Date: August 2022 - Approx. Hours per Month: 5 - Approx. Hours during trading hours: 0 2) Name: Lifewise Academy -- Investment-Related: No -- Address: 5375 Grace St, Hilliard, OH 43026-1411-- Nature of the Business: Consult on program budgets for a subset of Columbus city school LifeWise programs -- Position: Volunteer Regional Board Member -- Start-Date: September 2024 -- Approx. Hours per Month: 1 -- Approx. Hours during trading hours: 0 -- Mr. Becker receives no compensation for his involvement.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Ryan Becker'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
November 30, 2023 - Present
EVERHART ADVISORS
Office #1: 5200 Rings Road, Dublin, OH 43017RIA
CRD#: 107091
DUBLIN, OH
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".
EA
EVERHART ADVISORS
CASE PEARLMAN | EVERHART FINANCIAL GROUP INC | EVERHART ADVISORS | EVERHART | EFG, INC. | CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
CRD#: 107091 / SEC#: 801-50786
RIA
Registered Investment Advisory firm - (12/21/1995 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
Ohio(11/30/2023)
Current Firm
EA
EVERHART ADVISORS
CASE PEARLMAN | EVERHART FINANCIAL GROUP INC | EVERHART ADVISORS | EVERHART | EFG, INC. | CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
CRD#: 107091 / SEC#: 801-50786
RIA
Registered Investment Advisory firm - (12/21/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5200 Rings Road, Dublin, OH 43017
Mailing Address
Phone number
(614) 717-9705
Established
Firm type
Fiscal year end
# of Employees
47
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,483 |
| AUM (Assets Under Management) | $ 1,874,701,457 |
Red Flags
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