Andrew James Christopher
Investment adviser representative at Leading Edge Financial Planning LLC
17 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$521.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Leading Edge Financial Planning, LLCJun 2023 to now
- United States Navy - ReservesSep 2019 to now
- Georgetown UniversityJun 2022 to Jul 2024
- Lockheed MartinFeb 2022 to Oct 2025
- PricewaterhousecoopersNov 2021 to Feb 2022
- Dowling & Yahnke Wealth AdvisorsSep 2019 to Nov 2021
- United States NavyMay 2009 to Sep 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Leading Edge Financial Planning LLC
$521.8MAssets managed
302Clients
9Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7178472
- Firm CRD
- 277149