Christopher Allred, financial advisor Lexington NC
74 score

Christopher Allred

CRD Number: 1225516
Current Firm: Principal Securities, Inc.

Christopher Allred (CRD# 1225516) is an Investment Advisor Representative working at Principal Securities, Inc. in Lexington, NC and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Aperture Wealth Strategies Lexington, NC Jun 2017 - Current < 1
Principal Life Insurance Company Lexington, NC May 2017 - Current < 1
Principal Securities Inc. Lexington, NC May 2017 - Current < 1
Guardian Life Insurance Company Charlotte, NC Aug 2015 - May 2017 1
Park Avenue Securities LLC Charlotte, NC Aug 2015 - May 2017 1
Guardian Life Insurance Co Of America Lexington, NC Mar 2012 - May 2017 5
Park Avenue Securities LLC Lexington, NC Mar 2012 - May 2017 5
Guardian Life Insurance Co Of America Winston-salem, NC Jun 2008 - Mar 2012 3
Park Avenue Securities LLC Winston-salem, NC Jun 2008 - Mar 2012 3
Parkk Avenue Securitites Lexington, NC May 2006 - Jun 2008 2
Guardian Life Insurance Company Lexington, NC Apr 2006 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
S65 NASAA Investment Advisors Law Examination Jun 1999
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
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Christopher E. Allred
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,916
    MILLIONS
  • Total Number of Accounts
    17,630
    ACCOUNTS
  • Average Account Value
    $108,691
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)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
74

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