Christopher Kmetz
Christopher Kmetz is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 35 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
12954 Tanja King Blvd, Orlando, FL, 32828
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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 ActivitiesSells Insurance
Christopher is an independent insurance agent since 2000, dedicating minimal time to this activity. He is also an advisory representative of a Registered Investment Advisor, spending a few hours per week on this. Christopher is also involved with Eastside Vision LLC, Vision Wealth Advisors as a manager, and a financial literacy program sponsor.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
Metropolitan Life Insurance CompanyBroker
Mony Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
State Registrations19 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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