Pathways Retirement & Investment Services
Located at Pathways Financial Credit Union
Tracking #1079994
Chris started his career in finance in 2009 at UBS Financial Services. He has extensive experience designing custom financial plans for individuals, families, and business owners, and is committed to providing clarity and transparency throughout every stage of the financial planning process.
Throughout his career, Chris has served as a financial professional, regional investment consultant, and portfolio manager. He takes an academic approach to investment management, paired with a strong commitment to delivering a high level of personalized service.
Chris earned his Master’s Degree in Financial Economics from Ohio University and dual Bachelor’s Degrees in Economics and Strategic Communications from The Ohio State University. He currently holds FINRA Series 7, 6, 65, and 63 registrations through LPL Financial and is a Chartered Retirement Planning Counselor (CRPC®), conferred by the College for Financial Planning.
Chris enjoys spending time with his family, traveling, and playing golf and lacrosse. He and his wife, Carla, reside in Dublin with their two children, Camden and Carmen.
Christopher Bright, M.B.A., CRPC®
Vice President, Wealth Management
Pathways Retirement & Investment Services
Direct: (614) 968-8357
Office: (614) 416-7588 x1480
Fax: (614) 968-8388
Email: chris.bright@lpl.com
Important Investment Disclosures
All information presented on this page is for educational purposes only and does not constitute tax, legal, or accounting advice. It should be considered general information and not specific recommendations. Please consult with a qualified tax or legal professional for guidance.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.
Pathways Retirement & Investment Services and Pathways Financial Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Pathways Retirement & Investment Services, and may also be employees of Pathways Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Pathways Financial Credit Union or Pathways Retirement & Investment Services.
Securities and insurance offered through LPL or its affiliates are:
| Not insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your credit union (“Pathways Financial Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Pathways Financial Credit Union for these referrals. This creates an incentive for Pathways Financial Credit Union to make these referrals, resulting in a conflict of interest. Pathways Financial Credit Union is not a current client of LPL for advisory services. Please visit LPL Relationship Disclosure for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.