TrueAdvisor
TrueAdvisor
CL
CFP
CL
CFP

Christopher Leazer

Raymond James Financial Services Advisors, INC
30 Years of Experience
Gastonia, NC
Broker
View SEC Summary
View SEC Summary

Christopher Leazer is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gastonia, NC, with 30 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.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6696 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

615 New Hope Road, Suite 102, Gastonia, NC, 28054

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

Christopher is the president and an officer of CBL Financial Services, Inc., a support company, dedicating about half of his time to it. He also owns KACE Properties, LLC, a rental real estate business, spending minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 9 mos
Raymond James Financial Services, INC.Broker
February 2004 - Present · 22 yrs 8 mos
Previous Registrations
Raymond James Financial Services
February 2004 - January 2009 · 4 yrs 11 mos
Uvest Financial Services And/or Compass Capital
June 2002 - February 2004 · 1 yr 8 mos
Uvest Financial Services Group, INC.Broker
October 1999 - February 2004 · 4 yrs 4 mos
First Union Brokerage Services, INC.Broker
October 1995 - October 1999 · 4 yrs
State Registrations18 states
ALFLILKYLAMONCNENJNYOHPASCSDTNTXVAWV
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.
More Advisors
More financial advisors in Gastonia, NC →All financial advisors in North Carolina →