CM
CFP
CM
CFP
Christopher Melton
43 Years of Experience
Encinitas, CA
1 DisclosureBroker
Christopher Melton is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Encinitas, CA, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
169 Saxony Rd, Suite 210, Encinitas, CA, 92024
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 1990Award / Judgment
Other Business Activities
Christopher is the owner and sole member of Melton Wealth Management, LLC since 2018. He dedicates minimal time to this support company.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2018 - Present · 8 yrs
Raymond James Financial Services Advisors, INC
July 2018 - Present · 8 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - July 2018 · 10 yrs 6 mos
Wells Fargo Clearing Services, LLC
January 2008 - July 2018 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.
July 1997 - January 2008 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
February 1991 - January 2008 · 16 yrs 11 mos
Lehman Brothers INC.Broker
February 1988 - February 1991 · 3 yrs
E. F. Hutton & Company INCBroker
October 1984 - February 1988 · 3 yrs 4 mos
First Jersey Securities, INC.Broker
September 1982 - October 1984 · 2 yrs 1 mo
State Registrations27 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.