Christopher Ordway, financial advisor Phoenix AZ
56 score

Christopher Ordway

CRD Number: 4505062
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Christopher Ordway (CRD# 4505062) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Phoenix, AZ and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Bfc Planning, Inc. Phoenix, AZ Jun 2016 - Current < 1
Berthel Fisher & Company Financial Services, Inc. Phoenix, AZ Jan 2013 - Current 3
Next Financial Group, Inc. Houston, TX Aug 2012 - Jan 2013 < 1
Directors Financial Group Corona Del Mar, CA Jun 2011 - Jan 2013 1
Pinnacle Capital Mortgage Phoenix, AZ Feb 2011 - Jan 2013 1
The Higher Education Financial Aid Resources Group Phoenix, AZ Jul 2010 - Jan 2013 2
Ordway Financial Services, Llc Dba San Tan Financial - Author Chandler, AZ Apr 2009 - Jan 2013 3
Higher Education Financial Aid Resources Chandler, AZ Mar 2006 - Jan 2013 6
San Tan Financial Chandler, AZ Mar 2006 - Jan 2013 6
Lucky 7 Investment Group, LLC Chandler, AZ Mar 2005 - Jan 2013 7
Berthel Fisher & Company Financial Services, Inc. Chandler, AZ Sep 2009 - Aug 2012 2
Tamco Holdings, LLC Phoenix, AZ Aug 2002 - Feb 2011 8
Ordway Financial Services, Llc Dba San Tan Financial - Advisor Chandler, AZ Mar 2006 - Jul 2010 4
Cambridge Investment Research, Inc. Fairfield, IA Dec 2006 - Sep 2009 2
Cambridge Investment Reseach Advisors, Inc. Fairfield, IA Dec 2006 - Sep 2009 2
Great Southwest Mortgage Phoenix, AZ Aug 2004 - Aug 2007 3
Royal Alliance Associates, Inc. Chandler, AZ Dec 2003 - Nov 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2010
S66 NASAA Uniform Combined State Law Examination Mar 2002
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:
  • Financial Issue
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Christopher E. Ordway
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
56

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