Christopher Freeman
Christopher Freeman is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wheeling, WV, with 43 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
1144 Market Street, Suite 200, Wheeling, WV, 26003
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Regulatory History
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.
Learn about disclosures →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
Raymond James Financial Services, INC.Broker
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Parker/hunter Incorporated
Parker/hunter IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Masten INC.Broker
Hazlett, Burt & Watson, INC.Broker
State Registrations25 states
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
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