CK
CFP
CK
CFP
Chris Knapp is a CFP-designated registered investment advisor, based in Palm Beach Gardens, FL, with 12 years of industry experience. Chris is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3300 PGA Boulevard, Suite 970, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2018Denied
Other Business Activities
Chris is an independent contractor and financial advisor under Helius Wealth Management. This takes about a quarter to half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2023 - Present · 3 yrs 7 mos
Raymond James Financial Services, INC.Broker
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2014 - March 2023 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2014 - March 2023 · 8 yrs 11 mos
State Registrations11 states
ALCAFLGAMAMTNYPASCTNTX
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.
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