CR
CR

Christopher Paul Rosa

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
2,987 clients
Average Client Portfolio
$203K average
Assets Under Management
$604.9M

Fee Structure

Minimum Investment:$2.5K
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Location

664 S Rivershore Lane, Suite 150, Eagle, ID, 83616

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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 sells life, health, property & casualty, and disability insurance and is compensated by commissions. He is also an independent contractor for CFS Tax Group, LLC, spending nearly full-time hours per week preparing taxes and doing accounting, with minimal time during securities trading hours. Christopher also owns and operates rental real estate property, dedicating minimal time.

Employment History
Current Registrations
American Independent Securities Group, LLC
July 2017 - Present · 8 yrs 7 mos
American Independent Securities Group, LLCBroker
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
AXA Advisors, LLCBroker
November 2010 - February 2012 · 1 yr 3 mos
State Registrations12 states
AKCACOGAIAKSMNNCOHORVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Paul Rosa - Financial Advisor | TrueAdvisor