Christopher Soukup, Cfp®, Mba

Christopher Soukup, Cfp®, Mba Email and Phone Number

Wealth Manager at Lighthouse Financial Services, Inc. @ Lighthouse Financial Services, Inc.
Christopher Soukup, Cfp®, Mba's Location
Los Angeles Metropolitan Area, United States, United States
Christopher Soukup, Cfp®, Mba's Contact Details

Christopher Soukup, Cfp®, Mba work email

Christopher Soukup, Cfp®, Mba personal email

Christopher Soukup, Cfp®, Mba phone numbers

About Christopher Soukup, Cfp®, Mba

Christopher Soukup, Cfp®, Mba is a Wealth Manager at Lighthouse Financial Services, Inc. at Lighthouse Financial Services, Inc.. He possess expertise in recruiting, business administration, onboarding, general securities principal, coaching and 8 more skills.

Christopher Soukup, Cfp®, Mba's Current Company Details
Lighthouse Financial Services, Inc.

Lighthouse Financial Services, Inc.

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Wealth Manager at Lighthouse Financial Services, Inc.
Christopher Soukup, Cfp®, Mba Work Experience Details
  • Lighthouse Financial Services, Inc.
    Wealth Manager
    Lighthouse Financial Services, Inc. Jan 2021 - Present
    Brea, California, Us
  • Td Ameritrade
    Senior Financial Consultant
    Td Ameritrade Oct 2019 - Jan 2021
    Omaha, Ne, Us
  • Td Ameritrade
    Branch Manager
    Td Ameritrade Dec 2018 - Sep 2019
    Omaha, Ne, Us
  • Fidelity Investments
    Assistant Branch Manager
    Fidelity Investments Apr 2016 - Dec 2018
    Boston, Ma, Us
    As an Assistant Branch Manager, my leadership and coaching decisions impact branch effectiveness, market growth and profitability. I work on establishing and leading strategies to develop the branch in order to assist our clients in strategizing for their financial goals.Primary Responsibilities:• Hire, coach, and develop associates of the branch.• Manage cross-company partnerships and alliances to acquire and drive business opportunities.• Responsible for on-boarding, training and cultural integration of new sales associates.• Accountable for meeting branch budgets, overall P&L, and direct management of recruitment, relocation, local market development and Private Access budgets.
  • Td Ameritrade
    Branch Manager
    Td Ameritrade 2015 - 2016
    Omaha, Ne, Us
  • Td Ameritrade
    Investment Consultant / Pic
    Td Ameritrade 2012 - 2015
    Omaha, Ne, Us
  • Td Ameritrade
    Client Services Specialist
    Td Ameritrade 2011 - 2011
    Omaha, Ne, Us
  • Wells Fargo
    Premier Banker
    Wells Fargo 2010 - 2011
    San Francisco, California, Us
  • Massmutual Financial Group
    Managing Associate
    Massmutual Financial Group 2008 - 2010
    Springfield, Massachusetts, Us
  • Independent Capital Management
    Financial Services Representative
    Independent Capital Management 2007 - 2008
    Costa Mesa, California, Us

Christopher Soukup, Cfp®, Mba Skills

Recruiting Business Administration Onboarding General Securities Principal Coaching Series 24 Banking Wealth Management Financial Planning Asset Management 401 Retirement Savings Plans Portfolio Management Financial Advisory

Christopher Soukup, Cfp®, Mba Education Details

  • California Polytechnic State University-San Luis Obispo
    California Polytechnic State University-San Luis Obispo
    Finance
  • Western Governors University
    Western Governors University
    Master Of Business Administration - Mba
  • Bryant University
    Bryant University
    Financial Planning

Frequently Asked Questions about Christopher Soukup, Cfp®, Mba

What company does Christopher Soukup, Cfp®, Mba work for?

Christopher Soukup, Cfp®, Mba works for Lighthouse Financial Services, Inc.

What is Christopher Soukup, Cfp®, Mba's role at the current company?

Christopher Soukup, Cfp®, Mba's current role is Wealth Manager at Lighthouse Financial Services, Inc..

What is Christopher Soukup, Cfp®, Mba's email address?

Christopher Soukup, Cfp®, Mba's email address is ma****@****bal.net

What is Christopher Soukup, Cfp®, Mba's direct phone number?

Christopher Soukup, Cfp®, Mba's direct phone number is +190990*****

What schools did Christopher Soukup, Cfp®, Mba attend?

Christopher Soukup, Cfp®, Mba attended California Polytechnic State University-San Luis Obispo, Western Governors University, Bryant University.

What skills is Christopher Soukup, Cfp®, Mba known for?

Christopher Soukup, Cfp®, Mba has skills like Recruiting, Business Administration, Onboarding, General Securities Principal, Coaching, Series 24, Banking, Wealth Management, Financial Planning, Asset Management, 401 Retirement Savings Plans, Portfolio Management.

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