Christopher Lee Bishop

Employer firm

Summit Financial, LLC CRD 299322

$22.5B regulatory AUM 59 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 06/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2016 → 06/2025
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 06/2025 → Present
  Summit Financial, Llc
  Parsippany, NJ
• 06/2025 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY

Previous Registrations

• 2016-02-08 → 2025-06-25
  Cambridge Investment Research Advisors, Inc.
  Lansdowne, VA
• 2012-08-15 → 2016-02-18
  Mml Investors Services, Llc
  Mclean, VA
• 2011-06-27 → 2012-07-11
  New England Securities
  Elkridge, MD
• 2010-04-01 → 2011-02-22
  Arete Wealth Advisors, Llc
  Chicago, IL
• 2009-06-23 → 2010-03-03
  Td Ameritrade, Inc.
  Reston, VA
• 2009-07-01 → 2010-03-03
  Td Ameritrade Investment Management, Llc
  Reston, VA
• 2009-01-14 → 2009-05-19
  Zacks Investment Management, Inc.
  Chicago, IL
• 2007-08-23 → 2008-10-27
  Fisher Investments
  Alexandria, VA
  Plano, TX
• 1997-11-20 → 2007-08-07
  Ameriprise Financial Services, Llc
  Fort Myers, FL
  Vienna, VA

Other Businesses

1. CHRIS BISHOP, 44084 Riverside Pkwy #125, Lansdowne VA 20176, United States, 04/21/2025, Owner, Insurance/Benefits/Human Resources, NIR, 50 HR/MO - 0HR/TRADING 2. OFFERS INSURANCE AS A BROKER OR AGENT THROUGH NUMEROUS INSURANCE COMPANIES. SOME SALES ARE THROUGH SRM, AN AFFILIATED COMPANY WHICH IS LICENSED TO SELL VARIOUS INSURANCE PRODUCTS. MR. BISHOP EARNS BOTH CASH AND NON-CASH COMPENSATION BASED ON SALES OF THESE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-28
• S63 Uniform Securities Agent State Law Examination
  1997-10-09