CP
CP

Christopher Palermo

33 Years of Experience
Nashville, TN
Broker

Christopher Palermo is a registered investment advisor at Raymond James & Associates, INC., based in Nashville, TN, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

30 Burton Hills Blvd , TN, Nashville, TN, 37215

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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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2018 - Present · 8 yrs 2 mos
Raymond James & Associates, INC.
April 2011 - Present · 15 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2011 - Present · 15 yrs 1 mo
Previous Registrations
Howe Barnes Hoefer & Arnett, INC.Broker
November 2004 - June 2011 · 6 yrs 7 mos
Gvr Company LLCBroker
November 2001 - November 2004 · 3 yrs
William Blair & Company L.L.C.Broker
July 1996 - November 2001 · 5 yrs 4 mos
Spear, Leeds & KelloggBroker
July 1992 - July 1996 · 4 yrs
State Registrations38 states
ALARAZCACOCTDCDEFLGAIAILINLAMAMDMEMIMNMOMSNCNDNENHNJNYOHPASCSDTNTXVAVirgin IslandsWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Christopher Palermo - Financial Advisor | TrueAdvisor