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Christopher Raup

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Carlisle, PA

Credentials

Series 63, Series 66

Industry experience

24 years

About

Christopher Raup is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at ON Investment Management Co. and The O.N. Equity Sales Company, and he has served in the PA Army National Guard since 2008. Outside of finance, Raup is involved in agricultural business as the owner of Double Black Alpacas and holds leadership roles in nonprofit organizations such as Wounded Warrior Patrol and Warrior Trail. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement advisory services, utilizing various platforms and third-party strategists to tailor investment solutions.

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

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

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

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

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

Carlisle, PA

Most active in

Colorado · Pennsylvania

Work history

Cambridge Investment Research Advisors

2017 - Present (9 years)

Cambridge Investment Research, Inc.

2017 - Present (9 years)

PA Army National Guard

2008 - Present (18 years)

ON Investment Management Co.

2008 - 2017 (9 years)

The O.N. Equity Sales Company

2003 - 2017 (14 years)

Paladin Financial Services

2003 - Present (23 years)

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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General retirement planning Income planning Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals Approaching retirement
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Real estate investing Active portfolio management Options & derivatives strategies Founder/Business Owner
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