CG
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Christopher Goles

33 Years of Experience
Hunt Valley, MD
Broker

Christopher Goles is a registered investment advisor, based in Hunt Valley, MD, with 33 years of industry experience.

Location

11350 McCormick Road, Executive Plaza III, Suite 508, Hunt Valley, MD, 21031

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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 is the CEO of Accompany Wealth Partners, an affiliated firm. He dedicates about half of his time to running the firm, including about a quarter of his time during trading hours.

Employment History
Current Registrations
Raymond James Financial Services, INC.
October 2023 - Present · 2 yrs 7 mos
Raymond James Financial Services Advisors, INC
October 2023 - Present · 2 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Janney Montgomery Scott LLC
June 2016 - October 2023 · 7 yrs 4 mos
Janney Montgomery Scott LLCBroker
June 2016 - October 2023 · 7 yrs 4 mos
Wells Fargo Advisors, LLC
May 2011 - June 2016 · 5 yrs 1 mo
Wells Fargo Advisors, LLCBroker
May 2011 - June 2016 · 5 yrs 1 mo
RBC Capital Markets, LLCBroker
March 2009 - June 2011 · 2 yrs 3 mos
RBC Capital Markets, LLC
March 2009 - June 2011 · 2 yrs 3 mos
Ferris, Baker Watts, LLC
June 2003 - March 2009 · 5 yrs 9 mos
Ferris, Baker Watts, LLCBroker
June 2003 - March 2009 · 5 yrs 9 mos
Wachovia Securities, LLCBroker
October 1999 - June 2003 · 3 yrs 8 mos
First Union Capital Markets CORP.Broker
May 1995 - October 1999 · 4 yrs 5 mos
Wachovia Securities, LLC
January 1995 - June 2003 · 8 yrs 5 mos
Legg Mason Wood Walker, IncorporatedBroker
March 1993 - May 1995 · 2 yrs 2 mos
State Registrations22 states
ALCACODCDEFLGAILKYMDMNNCNJNYOHPARISCTXVAVTWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.