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Christopher Grant

24 Years of Experience
Houston, TX
BrokerSells Insurance

Christopher Grant is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Houston, TX, with 24 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

1220 Augusta Dr, Suite 140, Houston, TX, 77057

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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 works part-time in ramp operations and dedicates about 10-20% of his time to this. He also owns a support company, CJ Grant Financial Group LLC, but spends minimal time on it, and has been an independent insurance agent selling Medicare since 2012, dedicating about 10-20% of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
February 2002 - Present · 24 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2002 - Present · 24 yrs 3 mos
Previous Registrations
Raymond James Financial Services
December 2005 - January 2009 · 3 yrs 1 mo
State Registrations6 states
AZCAKSLAMOTX
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 Grant - Financial Advisor | TrueAdvisor