CS
CFA
CS
CFA

Christopher Shoukry

18 Years of Experience
Atlanta, GA
Broker

Christopher Shoukry is a CFA-designated registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3414 Peachtree Road NE, Suite 550, Atlanta, GA, 30326

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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 & Associates, INC.
June 2016 - Present · 9 yrs 11 mos
Raymond James & Associates, INC.Broker
May 2016 - Present · 10 yrs
Previous Registrations
Goldman, Sachs & CO.Broker
April 2010 - February 2016 · 5 yrs 10 mos
Genspring Family Offices, LLC
August 2007 - March 2010 · 2 yrs 7 mos
State Registrations15 states
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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.