CH
CH

Christopher Helton

19 Years of Experience
Huntsville, AL
BrokerSells Insurance

Christopher Helton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Huntsville, AL, with 19 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
Loading...

Location

100 Washington Street NE, Suite 101, Huntsville, AL, 35801

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christopher is the managing member of Helton Wealth Management LLC, which is used to receive and pay expenses, taking about half of his time. He also sells fixed annuities and fixed insurance through Helton Wealth Management, dedicating about 10-20% of his time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2024 - Present · 1 yr 7 mos
Raymond James Financial Services Advisors, INC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Synovus Securities, INC.Broker
June 2010 - October 2024 · 14 yrs 4 mos
Synovus Securities, INC.
June 2010 - October 2024 · 14 yrs 4 mos
Infinex Investments, INC.
January 2007 - June 2010 · 3 yrs 5 mos
Infinex Investments, INC.Broker
October 2006 - June 2010 · 3 yrs 8 mos
Morgan Stanley Dw INC.Broker
June 2006 - September 2006 · 3 mos
State Registrations17 states
ALARAZCOFLGAKSLAMNMONHOHSCTNTXVAVirgin Islands
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.