CM
CFP
CM
CFP

Christopher Meyer

27 Years of Experience
Portland, OR
1 DisclosureBroker

Christopher Meyer is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, with 27 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

5440 SW Westgate Drive, Suite 10, Portland, OR, 97221

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History

Regulatory History (1)
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Customer Dispute
August 2002
Denied
Other Business Activities

Christopher is the owner of CMMM Investments, LLC, related to a Sale of Practice Agreement. He also works as an advisor with The Commerce Company, dedicating about half his time, and serves as an officer for William Temple House, spending a few hours per week on finance and board meetings.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2018 - Present · 8 yrs 2 mos
Raymond James Financial Services, INC.
February 2018 - Present · 8 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
December 2004 - February 2018 · 13 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
November 2003 - February 2018 · 14 yrs 3 mos
D.A. Davidson & CO.
November 2002 - October 2003 · 11 mos
D.A. Davidson & CO.Broker
November 2002 - October 2003 · 11 mos
Wm Financial Services, INC.Broker
April 2000 - October 2002 · 2 yrs 6 mos
Wm Financial Services, INC.Broker
September 1998 - April 2000 · 1 yr 7 mos
D.A. Davidson & CO.Broker
March 1998 - September 1998 · 6 mos
State Registrations13 states
AZCACOCTIDMAMNMTORTXVTWAWI
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.