Christopher Dold is a CFP-designated registered investment advisor, based in Monticello, IN, with 27 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold.
Location
504 East Terrace Bay Court, Monticello, IN, 47960
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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
Christopher is a public notary since 2005. He is also an owner and independent insurance agent for various independent insurance companies through Dold Financial Group, dedicating a few hours per week, and an advisory representative of a RIA. Finally, Christopher is a volunteer board member for Lafayette Adult Resource Academy, spending minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Blue Horizon Equity, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Locust Street Securities, INC.Broker
State Registrations16 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.
Exams
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