CF
CFP
CF
CFP

Christopher Freeman

42 Years of Experience
Wheeling, WV
Broker

Christopher Freeman is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wheeling, WV, with 42 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1144 Market Street, Suite 200, Wheeling, WV, 26003

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Christopher owns rental real estate through Eos, LLC since 2014, dedicating minimal time. He also serves on the advisory board of the JB Chambers Foundation and is an officer of RiverBridge Wealth LLC and Riverbridge Wealth Management, spending about a quarter to half of his time on the latter.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2009 - Present · 17 yrs 2 mos
Raymond James Financial Services, INC.Broker
May 2009 - Present · 17 yrs 2 mos
Previous Registrations
Janney Montgomery Scott LLC
June 2005 - May 2009 · 3 yrs 11 mos
Janney Montgomery Scott LLCBroker
June 2005 - May 2009 · 3 yrs 11 mos
Parker/hunter Incorporated
June 2005 - June 2005 · 0 mos
Parker/hunter IncorporatedBroker
January 1990 - June 2005 · 15 yrs 5 mos
Kidder, Peabody & CO. IncorporatedBroker
October 1988 - February 1990 · 1 yr 4 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1987 - September 1988 · 10 mos
Legg Mason Masten INC.Broker
July 1985 - November 1987 · 2 yrs 4 mos
Hazlett, Burt & Watson, INC.Broker
August 1983 - June 1985 · 1 yr 10 mos
State Registrations25 states
ALAZCACODEFLGAILINKYMAMDMONCNHNJNYOHPASCTNTXVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.