Member and Chief Operations Officer · Partners in Financial Planning, LLC
Christopher W. Bishop
CRD 6588392 · Named on Form ADV at one SEC-registered adviser
At a glance
Partners in Financial Planning, LLC, an SEC-registered wealth manager based in Salem, VA with $914 million in regulatory assets, lists Christopher W. Bishop on its Form ADV as Member and Chief Operations Officer, a control person.
Firms and roles
- Partners in Financial Planning, LLCMember and Chief Operations OfficerWealth manager · Salem, VA · $914M in regulatory assets
AtlasMembers
Christopher’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Pamela D. PoldiakMember, Partners in Financial Planning, LLC
- James E. PearmanManaging Member, Partners in Financial Planning, LLC
- Richard K. BryanMember and Chief Investment Officer, Partners in Financial Planning, LLC
- Stephen C. BainMember and Chief Compliance Officer, Partners in Financial Planning, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.