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CFP

Christopher Meyer

Raymond James Financial Services Advisors, INC
28 Years of Experience
Portland, OR
1 DisclosureBroker
View SEC Summary
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Christopher Meyer is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, with 28 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
6724 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

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2002
Denied
View Full SEC ReportHow to Read Disclosures
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 7 mos
Raymond James Financial Services, INC.
February 2018 - Present · 8 yrs 8 mos
Raymond James Financial Services, INC.Broker
February 2018 - Present · 8 yrs 8 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 Registrations15 states
ALAZCACOCTIDMAMNMTNVORTXVTWAWI
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.
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