Christopher Scott Stallings

Current Employers

Employment History

• 10/2003 → 08/2019
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Monroe, GA
• 08/2019 → Present
  Kestra Investment Services, Llc
  Monroe, GA
• 08/2019 → Present
  Kestra Advisory Services, Llc
  Monroe, GA

Previous Registrations

• 2003-10-17 → 2019-08-16
  Lpl Financial Llc
  Dacula, GA
  Athens, GA
  Monroe, GA
  Athens, GA
• 2003-02-13 → 2003-10-21
  Morgan Stanley Dw Inc.
  Athens, GA

Other Businesses

Name: 818 Properties Investment Related: No Address: 1119 Maple Creek Ridge Loganville GA 30052 Nature of Business: Real Estate Position, Title or Relationship: owner and property manager Start Date: 9/1/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours/month during trading hours: 0% - 10% (0 - 14 hours) Duties: historic home that our business resides in as a result, I am responsible for its upkeep. Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Wealth Advisor Start Date: 8/6/2019 Hours per month: 61% - 70% (97 - 112 hours) Hours/month during trading hours: 71% - 80% (99 - 112 hours) Duties: manage money on a fee basis, perform hourly consultation, wealth planning to clients Name: Walton Wealth Coaching, LLC Investment Related: No Address: 248 N. Broad St Monroe GA 30655 Nature of Business: Consulting Position, Title or Relationship: educator and coach Start Date: 3/30/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: lead zoom calls and one on one consultation/coaching Name: I AM Foundation Investment Related: No Address: 1201 West Peachtree Street NW, Suite 2350 Atlanta GA 30309 Nature of Business: Board Position Position, Title or Relationship: asked to be on the board by my friend, the founder Start Date: 10/26/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours/month during trading hours: 0% - 10% (0 - 14 hours) Duties: just asked to join the board Name: McDaniel Tichenor House Investment Related: No Address: 319 McDaniel St Monroe GA 30655 Nature of Business: Board Position Position, Title or Relationship: treasurer. bookkeeper/CPA that do all of the real work. Start Date: 1/21/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Monthly meetings for 90 minutes. Review financials. Name: SECOND LIFE POSITION: CEO NATURE: CEO of non-profit INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2022 ADDRESS: 248 North Broad St, Monroe GA 30655 DESCRIPTION: provide leadership to organization and support spokeswoman Name: UNLOCK ABUNDANCE PODCAST POSITION: Coach NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/03/2024 ADDRESS: 248 N Broad St, Monroe GA 30655 DESCRIPTION: Coaching Name: RESTORATION, LLC POSITION: handyman NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2025 ADDRESS: 248 N. Broad St, Monroe GA 30655, United States DESCRIPTION: I am responsible for the maintenance of the house and any contractor that works on it. Name: ABUNDANCE, LLC POSITION: sales and planning NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/15/2023 ADDRESS: 248 North Broad St, Monroe GA 30655, United States DESCRIPTION: this new OBA to provide life insurance to client and prospective clients. While some term is in the mix, I would focus on the affluent and using whole and IUL products to develop an infinite banking vehicle for future usage. Name: HISTORICAL SOCIETY OF WALTON COUNTY POSITION: Vice Chair NATURE: Board position, INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 238 N Broad St, Monroe GA 30655, United States DESCRIPTION: Attends meetings, offer counsel/advise as needed. Nothing securities related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-30
• S63 Uniform Securities Agent State Law Examination
  2000-08-18

Other Names

• Chris Stallings