CC
CFP
CC
CFP

Chanley Christman

29 Years of Experience
Mansfield, OH
Broker

Chanley Christman is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mansfield, OH, with 29 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

720 Lexington Ave, Mansfield, OH, 44907

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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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Other Business Activities

Chanley works as a financial advisor for Quest Wealth Solutions, dedicating a few hours per week. This activity is not investment related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2011 - Present · 14 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 1996 - Present · 29 yrs 9 mos
Previous Registrations
Pierce Financial Planning, INC.
August 2000 - December 2011 · 11 yrs 4 mos
State Registrations18 states
AZCACTFLGAINKYLAMEMIMONCNHOHPASCTNTX
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.