DC
DC

David Chrisman

38 Years of Experience
Lynchburg, VA
2 DisclosuresBrokerSells Insurance

David Chrisman is a registered investment advisor, based in Lynchburg, VA, with 38 years of industry experience.

Location

113 Tradewynd Dr., Ste. B, Lynchburg, VA, 24502

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History

Regulatory History (2)
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Employment Separation After Allegations
October 2013
Customer Dispute
January 2013
Settled
Other Business ActivitiesSells Insurance

David is an independent insurance agent for various independent insurance companies through Commonwealth Financial Group, dedicating a few hours per week. He is also an advisory representative for CIRA and president of Chrisman Financial Group, spending about half his time with CIRA and minimal time with Chrisman Financial Group.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2021 - Present · 5 yrs
Previous Registrations
Lincoln Financial Securities Corporation
October 2015 - May 2021 · 5 yrs 7 mos
Lincoln Financial Securities CorporationBroker
October 2015 - May 2021 · 5 yrs 7 mos
Investment Advisors
September 2011 - October 2013 · 2 yrs 1 mo
Proequities, INC.Broker
September 2010 - October 2013 · 3 yrs 1 mo
Next Financial Group, INC.Broker
February 2009 - September 2010 · 1 yr 7 mos
Lincoln Financial Securities CorporationBroker
February 2005 - February 2009 · 4 yrs
Capital Brokerage CorporationBroker
December 1997 - February 2004 · 6 yrs 2 mos
Forth Financial Securities, CorporationBroker
April 1984 - December 1997 · 13 yrs 8 mos
State Registrations5 states
NCNYSCTNVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
David Chrisman - Financial Advisor | TrueAdvisor