CB
CFP · ChFC
CB
CFP · ChFC

Christopher Burgos

26 Years of Experience
Newark, DE
2 DisclosuresBrokerSells Insurance

Christopher Burgos is a CFP, ChFC-designated registered investment advisor, based in Newark, DE, with 26 years of industry experience.

Location

900 Prides Crossing, Newark, DE, 19713

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2014
Settled
Customer Dispute
October 2007
Denied
Other Business ActivitiesSells Insurance

Christopher is involved in several outside business activities, including volunteer work, authorship, fixed insurance sales as an agent/broker, and managing multiple rental properties through various LLCs. He dedicates a few hours per week to fixed insurance sales and minimal time to the other activities.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
January 2001 - August 2023 · 22 yrs 7 mos
Securian Financial Services, INC.Broker
February 2000 - August 2023 · 23 yrs 6 mos
State Registrations42 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMEMIMONCNDNENJNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
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.
Christopher Burgos - Financial Advisor | TrueAdvisor