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Christopher Sullivan

23 Years of Experience
Spokane Valley, WA
BrokerSells Insurance

Christopher Sullivan is a registered investment advisor at Cetera Investment Advisers LLC, based in Spokane Valley, WA, with 23 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

420 N Evergreen Rd, Suite 500, Spokane Valley, WA, 99216

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Christopher sells fixed insurance with various companies and owns BCH Financial Group, a DBA for financial services. He also owns BCH Consulting Group, a business consulting firm, and is a financial advisor for Core Financial Group, providing financial planning services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
February 2012 - March 2024 · 12 yrs 1 mo
Pacific West Financial Consultants INC
June 2005 - February 2012 · 6 yrs 8 mos
Pacific West Securities, INC.Broker
June 2005 - February 2012 · 6 yrs 8 mos
Rk Advisors
July 2004 - June 2005 · 11 mos
Kovack Securities INC.Broker
March 2004 - June 2005 · 1 yr 3 mos
Crown Capital Securities, L.P.
November 2003 - March 2004 · 4 mos
Crown Capital Securities, L.P.Broker
November 2003 - March 2004 · 4 mos
Metropolitan Financial Services, INC.
August 2002 - November 2003 · 1 yr 3 mos
Metropolitan Investment Securities, INC.Broker
July 2002 - November 2003 · 1 yr 4 mos
State Registrations9 states
AKAZCAFLHIIDMTORWA
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.