CL
CFP
CL
CFP

Christopher Lamal

27 Years of Experience
Green Bay, WI
BrokerSells Insurance

Christopher Lamal is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Green Bay, WI, 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

225 S Monroe Ave, Ste 200, Green Bay, WI, 54301

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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 ActivitiesSells Insurance

Christopher sells fixed insurance through Financial Consulting Services, Inc. at the branch location.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
December 2025 - Present · 7 mos
Raymond James Financial Services Advisors, INC
December 2025 - Present · 7 mos
Previous Registrations
Commonwealth Financial NetworkBroker
April 2013 - December 2025 · 12 yrs 8 mos
Commonwealth Financial Network
April 2013 - December 2025 · 12 yrs 8 mos
Morgan Stanley
June 2009 - May 2013 · 3 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2013 · 3 yrs 11 mos
Morgan Stanley & CO. Incorporated
October 2007 - June 2009 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
October 2007 - June 2009 · 1 yr 8 mos
B. C. Ziegler and CompanyBroker
June 2002 - October 2007 · 5 yrs 4 mos
Associated Investment Services, INC.Broker
September 1998 - July 2002 · 3 yrs 10 mos
State Registrations10 states
AKALAZCOFLGAIDMITXWI
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.
Christopher Lamal - Financial Advisor | TrueAdvisor