CM
CM

Christopher Mccrillis

26 Years of Experience
2 DisclosuresBrokerSells Insurance

Christopher Mccrillis is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 26 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is up to 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432

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History

Regulatory History (2)
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Financial
March 2022
Final
Criminal
July 2018
Final Disposition
Other Business ActivitiesSells Insurance

Christopher works as an insurance agent offering life, health, disability, and long-term care policies since 2000. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Nfsg Corporation
August 2022 - Present · 3 yrs 8 mos
Newbridge Securities CorporationBroker
August 2022 - Present · 3 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, LLC
May 2018 - June 2022 · 4 yrs 1 mo
Ameriprise Financial Services, LLCBroker
May 2018 - June 2022 · 4 yrs 1 mo
Signator Investors, INC.
April 2007 - May 2018 · 11 yrs 1 mo
Signator Investors, INC.Broker
October 2003 - May 2018 · 14 yrs 7 mos
American Express Financial Advisors, INC.
February 2000 - October 2003 · 3 yrs 8 mos
American Express Financial Advisors INC.Broker
January 2000 - October 2003 · 3 yrs 9 mos
Ids Life Insurance CompanyBroker
January 2000 - October 2003 · 3 yrs 9 mos
State Registrations5 states
ARFLMSTNTX
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.