Christopher Tomlinson (CRD# 2877302) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Media, PA and has over 27 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cbiz Investment Advisory Services LLC | Cleveland, OH | May 2018 - Current | 5 |
| Kdb Resources | Media, PA | Nov 2000 - Current | 23 |
| Provident Mutual | Radnor, PA | Jul 1999 - Current | 24 |
| Inr Advisory Services, LLC | Media, PA | Sep 2005 - May 2018 | 12 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2005 - Jan 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1997 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2001 |
- PA
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Total Assets Under Management8,859MILLIONS
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Total Number of Accounts2,257ACCOUNTS
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Average Account Value$3,925,320
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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