Christopher
Mciver

Burlington Alliance Capital Management, LLC

CRD#7165051
Investment Advisor
in Burlington, NC

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About this Advisor

Christopher Mciver is a financial advisor based in Burlington, North Carolina. Mciver works at Burlington Alliance Capital Management, LLC. Mciver has gained experience at United States Air Force - Seymour Johnson Air Force Base, United States Air Force, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Principal Securities Inc, First Financial Security and Burlington Alliance Capital Management. Mciver maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Maryland, North Carolina, South Carolina and Virginia. Burlington Alliance Capital Management, LLC is a financial advisory business headquartered in Burlington, NC. The firm has offices in 17 locations and a total of 18 financial advisors. It administers $129 million in assets between its 1,081 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,081 customer accounts, just 1% are held by high-net-worth investors who have greater than $1 million in investable assets. Burlington Alliance Capital Management, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely are based on which services the firm provides the client. Fee types billed by Burlington Alliance Capital Management, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2823 South Church Street
Burlington, NC 27215

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Burlington Alliance Capital Management, LLC Brokerage Details

Total Assets Under Management

$128,865,287

NC Average: $3,625,019,099
Total Number of Employees

18

NC Average: 22
Total Number of Accounts

1,081

NC Average: 1,917
Average Account Size

$119,209

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Christopher Mciver Work History

Christopher has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Burlington Alliance Capital Management

2021 - Present (3 years)

First Financial Security

2021 - 2021 (< 1 year)

Principal Securities Inc

2019 - 2021 (2 years)

Mutual Of Omaha Insurance Company

2019 - 2021 (2 years)

Mutual Of Omaha Investor Services

2016 - 2019 (3 years)

United States Air Force - Seymour Johnson Air Force Base

2010 - 2016 (6 years)

United States Air Force

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Mciver to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Burlington Alliance Capital Management, LLC

Joshua Sullivan
Myrtle Beach, SC
Joshua Reyes
Burlington, NC
William Flowers
Williamston, SC
Jeffrey Schulz
Saint Petersburg, FL
Jeremy Mahurin
Salem, MO
Richard Sinton
Sarasota, FL
Ryan Dauterive
Burlington, NC
Michael Weyenberg
Burlington, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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