Christopher Lund, financial advisor Foxboro MA

Christopher Lund

CRD Number: 2195117
Current Firm: Cwm, LLC

Christopher Lund (CRD# 2195117) is an Investment Advisor Representative working at Cwm, LLC in Foxboro, MA and has over 32 years of experience in the finance industry. Christopher Lund has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cwm, Llc Dba Carson Group Partners Omaha, NE Apr 2019 - Current 4
Lund Wealth Management Plainville, MA Apr 2019 - Current 4
Cetera Advisor Networks El Segundo, CA Apr 2019 - Current 4
Dentaquest Westboro, MA Sep 2016 - Current 7
Public Speaking Plainville, MA Sep 2006 - Current 17
Lincoln Investment Plainville, MA Jun 2012 - Apr 2019 6
Capital Analysts Inc. Radnor, PA Nov 2005 - Apr 2019 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S65 NASAA Investment Advisors Law Examination Feb 2003
Contact Info for Christopher A. Lund
Phone Number: 402-330-0808
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, VT, WA, WI, WV, WY

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