Christopher Riley Avey

Employer firm

Cs Planning Corp CRD 149937

$1.96B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2014 → 04/2018
  Washington Trust Bank
  Spokane, WA
• 01/2012 → 04/2018
  Cetera Investment Services
  St. Cloud, MN
• 01/2014 → 04/2018
  Cetera Investment Advisers Llc
  Spokane, WA
• 05/2018 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 05/2018 → Present
  Financial Alternatives
  East Wenatchee, WA
• 05/2022 → Present
  Self Employed
  East Wenatchee, WA
• 03/2023 → Present
  Cs Planning Corp.
  Portland, OR

Previous Registrations

• 2014-06-10 → 2018-04-26
  Cetera Investment Advisers Llc
  Spokane, WA
• 2014-01-21 → 2014-06-06
  Cetera Investment Advisers Llc
  Spokane, WA
• 2012-01-04 → 2014-01-21
  Cetera Investment Services Llc
  Walla Walla, WA
  Spokane, WA
  Walla Walla, WA
• 2010-10-06 → 2011-12-31
  First Allied Securities, Inc.
  San Diego, CA
  Walla Walla, WA
• 2004-07-26 → 2010-10-13
  Cetera Investment Services Llc
  Walla Walla, WA
  Walla Walla, WA
  Milton-Freewater, OR
  College Place, WA
• 2001-07-06 → 2003-02-14
  Ubs Financial Services Inc.
  Seattle, WA

Other Businesses

1) Planmember Securities Corporation, Investment-Related; Investment Advisor Representative and Registered Representative (Start 5/2018), ?nancial advisory and investments; 80 hours per month/80 hours during trading. 2) Financial Alternatives - 667 Grant Road, Suite 1 , East Wenatchee, WA 98802; Investment related; Securities and insurance sales and services; Representative; Start date 5/2018; 80 hours per month/80 hours during trading. 3) Medigap Plans of Pacific NW, LLC - 936 Plum St., Wenatchee, WA 98801; not investment related; Owner; offering Part D prescription plans; 2 hours per month, 2 hours during trading; since June 2019. 4) CS Planning Corp DBA Financial Alternatives; IAR WITH CS PLANNING; 667 Grant Road, Suite 1, East Wenatchee WA 98802; Start Date: 03/2023; Investment Advisor Representative (IAR); Provide investment/retirement planning and advisory products as an IAR through CS Planning; 160 hrs/mo; 80 hrs/mo during trading; IR

Exams

• S66 Uniform Combined State Law Examination
  2001-05-18
• S63 Uniform Securities Agent State Law Examination
  1998-12-30

Other Names

• Chris Avey