CF
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Christy Falco

15 Years of Experience
St. Petersburg, FL
Broker

Christy Falco is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 15 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2020 - Present · 6 yrs 6 mos
Raymond James Financial Services, INC.Broker
January 2020 - Present · 6 yrs 6 mos
Raymond James & Associates, INC.
June 2017 - Present · 9 yrs 1 mo
Raymond James & Associates, INC.Broker
June 2017 - Present · 9 yrs 1 mo
Previous Registrations
Transamerica Financial Advisors, INC.
July 2016 - June 2017 · 11 mos
Transamerica Financial Advisors, INCBroker
July 2016 - June 2017 · 11 mos
Signator Investors, INC.Broker
May 2016 - August 2016 · 3 mos
Signator Investors, INC.
May 2016 - August 2016 · 3 mos
Transamerica Financial Advisors, INC.
April 2015 - May 2016 · 1 yr 1 mo
Transamerica Financial Advisors, INCBroker
June 2012 - May 2016 · 3 yrs 11 mos
Diversified Investors Securities CORP.Broker
December 2010 - May 2012 · 1 yr 5 mos
State Registrations1 state
FL
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.