Christopher Bor, financial advisor Spokane WA

Christopher Bor

CRD Number: 2914837
Current Firm: Securities America Advisors, Inc.

Christopher Bor (CRD# 2914837) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Spokane, WA and has over 26 years of experience in the finance industry. Christopher Bor 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
Securities America Inc. Pleasant Hill, CA Jan 2015 - Current 9
Securities America Advisors Pleasant Hill, CA Jan 2015 - Current 9
Sunset Financial Services Kansas City, MO Jun 2013 - Current 10
Kansas City Life Lnsurance Kansas City, MO Jun 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Christopher Bor
Phone Number: 402-399-9111
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • 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, WY

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