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Christopher Blake Prestridge

Advisor at Cambridge Investment Research Advisors — Auburn, AL Ogletree Village Lane

Updated today

Credentials

Series 66

Experience

13 years

Location

Auburn, AL 36830

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,200 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Christopher Prestridge is a Series 66-credentialed financial advisor with 13 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. He previously worked at Signator Investors, Inc. and holds roles on the Auburn City Board of Education and the executive team of Cornerstone Church. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services delivered through independent financial professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Auburn, AL Ogletree Village Lane

1224 Ogletree Village Lane

Auburn AL 36830

Advisors at this office

8

Most active in

Alabama

Work history

13 years of industry experience

Cambridge Investment Research Advisors, Inc.

2017 - Present • 9 years

Fairfield, IA

Cambridge Investment Research, Inc.

2017 - Present • 9 years

Fairfield, IA

Signator Investors, Inc.

2016 - 2017 • 1 year

Auburn, AL

Transamerica Financial Advisors

2013 - 2016 • 3 years

Auburn, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Hense E

Series 66

Auburn, AL

Retirement Plans, LLC

Hense Ellis II is a financial advisor with Retirement Plans, LLC in Auburn, Alabama, holding a Series 66 designation and having 11 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC and Insight Investments. He is also the managing member of Gilmer Hills Holdings, LLC, a non-investment-related business. Retirement Plans, LLC serves individual investors and small businesses by providing retirement-focused financial planning and investment management. The firm emphasizes a risk-controlled, diversified asset-allocation approach using ETFs and considers market cycles and valuations in its timing strategies, generally operating on a non-discretionary basis.

General retirement planning Retirement income strategy Income planning
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Logan Y

Series 65

Auburn, AL

Aston Sandel

Logan Youngblood is a financial advisor at Aston Sandel with a Series 65 credential and no prior industry experience. Before joining the advisory field, he worked at L3Harris Technologies and was involved with the Association for Computing Machinery at Auburn University. He is also the managing member of an insurance agency that provides property and casualty products. Aston Sandel offers discretionary portfolio management primarily for individuals, including high-net-worth clients, and businesses, tailoring portfolios based on each client's financial situation and goals. The firm emphasizes a long-term growth approach using macroeconomic, fundamental, and technical research to construct diversified portfolios and reviews client accounts quarterly.

Wealth management
user avatar

Timothy A

Series 66

Opelika, AL

AJA Financial LLC

Timothy Aja is a financial advisor with AJA Financial LLC in Opelika, AL, holding a Series 66 designation and eight years of industry experience. His work history includes roles at PricewaterhouseCoopers and several advisory firms, as well as ongoing service as an Officer in the U.S. Navy Selected Reserves. AJA Financial LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and other advisers. The firm employs Modern Portfolio Theory principles with a focus on passive mutual funds and ETFs, tailoring portfolios to client goals and risk tolerances, and offers life insurance and annuity products alongside advisory services.

General retirement planning College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting
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Laurel B

Series 66

Opelika, AL

Insignia Wealth Advisory

Laurel Buckalew is a financial advisor with Insignia Wealth Advisory in Opelika, AL, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at LPL Financial, Raymond James Financial Services, and Edward Jones. She is a partial owner of Piedmont Fertilizer Company. Insignia Wealth Advisory provides wealth management services to individuals, charitable organizations, and corporate clients, offering both investment management and financial planning. The firm employs a combination of passive and active strategies, including fundamental and technical analysis, and serves a client base that includes institutional accounts with primarily non-discretionary asset management.

ESG / Sustainable investing Private / alternative investments
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A. L

Series 63, Series 65

Auburn, AL

Lipscomb Investment Group, LLC

A. Lipscomb is a financial advisor with Lipscomb Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Lipscomb Investment Group since 2015 and previously worked at Cork Tree Wealth Partners, LLC. Outside of his advisory role, he has a minority interest and management responsibilities in a family partnership involved in the commercial and residential rental business. Lipscomb Investment Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, employing diverse portfolio construction methods and providing access to private investment opportunities for qualified investors.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Thomas M

Series 65

Auburn, AL

Lipscomb Investment Group, LLC

Thomas Meagher is a financial advisor with Lipscomb Investment Group, LLC, holding a Series 65 designation and four years of industry experience. He has worked at Lipscomb Investment Group since 2021 and has prior experience at Cork Tree Wealth Partners, LLC and Lipscomb Wealth Partners, LLC. Before entering the financial advisory field, he spent eight years at Pharmavite LLC. Lipscomb Investment Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, pension consulting, and access to private investment opportunities. The firm customizes advice based on client suitability and employs various portfolio construction methods, regularly monitors accounts, and sponsors a wrap fee program.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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