Unclaimed Profile

Christian John Leveque

CCM INVESTMENT ADVISERS, LLC·COLUMBIA, South Carolina

SIE, Series 6TO, Series 7, Series 65, Series 66Clean record17 years registeredCCM INVESTMENT ADVISERS, LLC

1201 MAIN STREET SUITE 1910, COLUMBIA, SC 29201CRD# 5160508Firm CRD# 105743

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christian John Leveque · COLUMBIA, SC

Registration

CRD #5160508 · CCM INVESTMENT ADVISERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

CCM INVESTMENT ADVISERS, LLC

Aug 2023 – present

RAYMOND JAMES & ASSOCIATES, INC.

Apr 2012 – Jul 2013

ATLANTA, GA

MORGAN KEEGAN & COMPANY, INC.

Jan 2009 – Mar 2013

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 65

Series 66

Registration record

First registered · January 21, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CCM INVESTMENT ADVISERS, LLC

CRD 105743 · SEC 801-29159

AUM

$1.1B

Regulatory assets under management

Employees

906 client accounts

Services offered by CCM INVESTMENT ADVISERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CCM INVESTMENT ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Christian John Leveque offer?

Christian John Leveque specializes in Investment Management, Wealth Management. Contact their office in COLUMBIA, South Carolina for a consultation.

What are Christian John Leveque's credentials?

Christian John Leveque is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christian John Leveque located?

Christian John Leveque is based in COLUMBIA, South Carolina, working with CCM INVESTMENT ADVISERS, LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Christian John Leveque charge for services?

Christian John Leveque's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CCM INVESTMENT ADVISERS, LLC?

CCM INVESTMENT ADVISERS, LLC has approximately 11 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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