CG
CG

Christis Georgiou

34 Years of Experience
Cleveland, OH
Broker

Christis Georgiou is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cleveland, OH, with 34 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
Loading...

Location

5005 Rockside Road, Cleveland, OH, 44131

Get directions

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.

Learn about disclosures →
Other Business Activities

Christis is an owner of Iliada Asset Management LLC, which was set up for accounting purposes. Christis spends minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 1993 - Present · 32 yrs 8 mos
Previous Registrations
Raymond James Financial Services
October 1999 - January 2009 · 9 yrs 3 mos
American Express Financial Advisors INC.Broker
February 1992 - October 1993 · 1 yr 8 mos
Ids Life Insurance CompanyBroker
February 1992 - October 1993 · 1 yr 8 mos
State Registrations6 states
AZCTFLNCNYOH
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.