Christopher Bishop
Christopher Bishop is a registered investment advisor at Summit Financial, LLC, based in Sterling, VA, with 27 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,865 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial offers various investment management programs. Financial advisors set their own advisory fees, but the maximum advisory fee for all programs is 1.50%. Clients in certain programs may also pay a program fee. Clients invested in the Tax-Deferred Strategies Portfolios are charged a monthly platform fee of $20/month by Nationwide, plus a "Low Cost Fund Platform Fee" up to 0.35% annually. Fees are negotiable.
Location
Sterling, VA
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Regulatory History (1)
Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Christopher is an independent insurance agent for various companies since 2015, dedicating about a quarter of his time to this. He is also an advisory representative of a registered investment advisor, spending nearly full-time hours on investment-related activities.
Employment History
Current Registrations
Summit Financial, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Zacks Investment Management, INC.
Fisher Investments
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.