Christopher Allred, financial advisor Lincoln NE
73 score

Christopher Allred

CRD Number: 4515133
Current Firm: Securities America Advisors, Inc.

Christopher Allred (CRD# 4515133) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lincoln, NE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Lincoln, NE May 2011 - Current 5
Securities America Advisors Lincoln, NE May 2011 - Current 5
Jfc Financial Lincoln, NE May 2011 - Current 5
Lincoln Financial Group Omaha, NE Jan 2011 - May 2011 < 1
Securities America Advisors, Inc. La Vista, NE Mar 2008 - Oct 2010 2
Securities America, Inc. Omaha, NE Oct 2006 - Oct 2010 4
Starbucks Omaha, NE Sep 2004 - Sep 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Feb 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Christopher R. Allred
Phone Number: 402-399-9111
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
73

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