Christopher Dunlap
Christopher Dunlap is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in McHenry, IL, with 21 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
3633 Municipal Dr., McHenry, IL, 60050
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Regulatory History (1)
Customer Dispute
November 2017Other Business ActivitiesSells Insurance
Christopher is an advisory representative of a registered investment advisor, spending nearly full-time on investment-related activities and trading. He is also an owner and insurance agent/salesperson at Dunlap Financial Services, dedicating a few hours per week to this investment-related role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
State Registrations19 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.