Christopher House (CRD# 5833804) is an Investment Advisor Representative working at Creative Planning in Voorhees Township, NJ and has over 13 years of experience in the finance industry. Christopher House 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.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning | Voohees, NJ | Sep 2016 - Current | 7 |
| Pnc Bank | Philadelphia, PA | Jun 2016 - Sep 2016 | < 1 |
| Mercer Global Advisors Inc. | Philadelphia, PA | Mar 2016 - Apr 2016 | < 1 |
| Tiaa | Philadelphia, PA | Jul 2013 - Mar 2016 | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | Philadelphia, PA | Jul 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2010 |
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
- NJ
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Total Assets Under Management175,272MILLIONS
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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