Kristofor Essex is a registered investment advisor, based in Hickory, NC, with 27 years of industry experience.
Location
102 1st Ave. NE, Hickory, NC, 28610
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kristofor is an advisory representative of a registered investment advisor (RIA), spending about half his time managing client assets or preparing financial plans. He is also the president of KP Insurance Partners, Inc., working as an independent insurance agent for various companies, dedicating a few hours per week. Kristofor also works as an IAR under the DBA name Summit Investment Solutions, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
New England SecuritiesBroker
Pruco Securities CorporationBroker
State Registrations5 states
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.