CP
CP

Christopher Paulson

11 Years of Experience
Summit, NJ
BrokerSells Insurance

Christopher Paulson is a registered investment advisor, based in Summit, NJ, with 11 years of industry experience.

Location

475 Springfield Ave, Summit, NJ, 07901

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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 works as a wholesaler for Advisors Resource, focusing on insurance wholesaling and marketing, dedicating nearly full-time hours. He is also an independent insurance agent, marketing insurance products and occasionally writing policies for himself, family, or friends, spending minimal time on this. Christopher is also an IAR Rep with TLG Advisors Inc, but spends no time on this.

Employment History
Current Registrations
The Leaders Group, INC.
June 2021 - Present · 4 yrs 11 mos
Tlg Advisors, INC.
June 2021 - Present · 4 yrs 11 mos
The Leaders Group, INC.Broker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Orgel Wealth Management, LLC
September 2019 - April 2021 · 1 yr 7 mos
Cri Securities, LLC
March 2017 - August 2019 · 2 yrs 5 mos
Securian Financial Services, INC.
March 2017 - August 2019 · 2 yrs 5 mos
Cri Securities, LLCBroker
February 2016 - August 2019 · 3 yrs 6 mos
Securian Financial Services, INC.Broker
February 2016 - August 2019 · 3 yrs 6 mos
Questar Capital CorporationBroker
February 2014 - February 2016 · 2 yrs
State Registrations1 state
MN
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 Paulson - Financial Advisor | TrueAdvisor