CR
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Christopher Rivers

4 Years of Experience
Lutz, FL
BrokerSells Insurance

Christopher Rivers is a registered investment advisor at Lincoln Investment, based in Lutz, FL, with 4 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
974 advisors
Number of Clients
137,534 clients
Average Client Portfolio
$137K average
Assets Under Management
$18.9B

Fee Structure

Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.

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Location

16241 N. Florida Ave, Lutz, FL, 33549

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher is a Vice President on the Board of Directors for a religious organization, a Law Enforcement Corporal, a Registered Sales Assistant and Enrolled Insurance Agent, an off-duty Law Enforcement Corporal, and an Adjunct Instructor at The Law Enforcement Academy. His primary occupation is Law Enforcement Corporal, taking nearly full-time hours, and he dedicates a few hours per week to his role as an insurance agent.

Employment History
Current Registrations
Lincoln Investment
February 2025 - Present · 1 yr 3 mos
Lincoln InvestmentBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Waddell & Reed, INC.
June 2007 - December 2007 · 6 mos
Waddell & Reed, INC.Broker
June 2007 - December 2007 · 6 mos
Ing Financial Partners, INC
January 2007 - May 2007 · 4 mos
Ing Financial Partners, INC.Broker
January 2007 - May 2007 · 4 mos
Ameriprise Financial Services, INC.
October 2006 - November 2006 · 1 mo
Ameriprise Financial Services, INC.Broker
September 2006 - November 2006 · 2 mos
State Registrations2 states
FLKS
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.