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Christopher Finkler

25 Years of Experience
Destin, FL
Broker

Christopher Finkler is a registered investment advisor at Raymond James & Associates, INC., based in Destin, FL, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4477 Legendary Dr, Unit 101, Destin, FL, 32541

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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

Christopher is a co-owner of a real estate business and an owner/proprietor of rental real estate. He dedicates minimal time to these activities.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2015 - Present · 10 yrs 8 mos
Raymond James & Associates, INC.
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
July 2003 - October 2015 · 12 yrs 3 mos
Wells Fargo Advisors, LLC
July 2003 - October 2015 · 12 yrs 3 mos
Prudential Securities Incorporated
June 2000 - July 2003 · 3 yrs 1 mo
Prudential Securities IncorporatedBroker
June 2000 - July 2003 · 3 yrs 1 mo
State Registrations31 states
AKALARAZCACOCTDCFLGAHIILKSMDMSNCNENHNJNVNYOHPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Christopher Finkler - Financial Advisor | TrueAdvisor