CB
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Christopher Bones
29 Years of Experience
Eugene, OR
2 DisclosuresBroker
Christopher Bones is a registered investment advisor at Cetera Investment Advisers LLC, based in Eugene, OR, with 29 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Eugene, OR
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Regulatory History (2)
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Regulatory
December 2012Final
Customer Dispute
November 2003Closed-No Action
Other Business Activities
Christopher is the president of a Parent Teacher Association (PTA) since 2017, dedicating a few hours per week to running its day-to-day operations. This activity is not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
August 2017 - May 2021 · 3 yrs 9 mos
Summit Brokerage Services, INC.Broker
December 2010 - September 2019 · 8 yrs 9 mos
Ameriprise Financial Services, INC.
October 2006 - October 2007 · 1 yr
Ameriprise Financial Services, INC.Broker
October 1996 - December 2010 · 14 yrs 2 mos
Ids Life Insurance CompanyBroker
October 1996 - July 2006 · 9 yrs 9 mos
State Registrations6 states
AKALCAORTXVA
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.