CB
CB

Chris Bailey

17 Years of Experience
South Boston, VA
Broker

Chris Bailey is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in South Boston, VA, with 17 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
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Location

1135 Huell Matthews Hwy, South Boston, VA, 24592

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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

Chris is employed as an officer and Vice President at Benchmark Community Bank, where he is in charge of the investment division. He also serves as the lead financial advisor of the investment division of Benchmark Community Bank, spending about half his time on these activities.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2020 - Present · 6 yrs 4 mos
Raymond James Financial Services Advisors, INC
March 2020 - Present · 6 yrs 4 mos
Previous Registrations
Infinex Investments, INC.Broker
March 2013 - March 2020 · 7 yrs
Infinex Investments, INC.
March 2013 - March 2020 · 7 yrs
Edward Jones
August 2008 - March 2013 · 4 yrs 7 mos
Edward JonesBroker
July 2008 - March 2013 · 4 yrs 8 mos
F.N. Wolf & CO., INC.Broker
September 1993 - December 1993 · 3 mos
State Registrations14 states
FLHILAMDNCNHNJORPASCTXVAWIWV
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.