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Christina Gartrell

25 Years of Experience
Houston, TX
Broker

Christina Gartrell is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5847 San Felipe Street, Ste 3900, Houston, TX, 77057

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
July 2015 - Present · 10 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Credit Suisse Securities (USA) LLC
November 2014 - October 2015 · 11 mos
Credit Suisse Securities (USA) LLCBroker
September 2012 - October 2015 · 3 yrs 1 mo
Painewebber IncorporatedBroker
January 1991 - January 1998 · 7 yrs
Rotan Mosle INC.Broker
March 1986 - January 1991 · 4 yrs 10 mos
State Registrations1 state
TX
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.
Christina Gartrell - Financial Advisor | TrueAdvisor