CM
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Christopher Mcrae

19 Years of Experience
Louisville, KY
Broker

Christopher Mcrae is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Louisville, KY, 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
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Location

159 Chenoweth Lane, Louisville, KY, 40207

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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 Activities

Christopher is a board member on the Tennis Committee at Big Spring Country Club, dedicating minimal time. He is also an owner and partner of Clearpath Financial LLC, working as a financial advisor, taking about half of Christopher's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2024 - Present · 1 yr 9 mos
Raymond James Financial Services, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Raymond James & Associates, INC.
February 2013 - August 2024 · 11 yrs 6 mos
Raymond James & Associates, INC.Broker
February 2013 - August 2024 · 11 yrs 6 mos
Morgan Keegan & Company, INC.
January 2007 - February 2013 · 6 yrs 1 mo
Morgan Keegan & Company, INC.Broker
December 2006 - February 2013 · 6 yrs 2 mos
State Registrations26 states
ALARCACOCTFLGAIAILINKSKYMNMSNCNDNYOHORPASCTNTXUTVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.