Christopher Ferrell
Christopher Ferrell is a registered investment advisor at Psi Advisors, LLC, based in Tampa, FL, with 14 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,168 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PSI Advisors offers investment management services through various LPL Financial advisory programs. Fees are negotiable and vary depending on the program and account size. Maximum annual fees are: Manager Access Select (3.00% for legacy accounts, 2.5% for new accounts), Optimum Market Portfolios (2.50%), Personal Wealth Portfolios (2.50%), Model Wealth Portfolios (2.65%), Small Market Solution (0.95%), and Guided Wealth Portfolios (1.35%). These fees cover investment advice and management. Clients may incur additional fees from mutual funds and ETFs.
Location
13059 W. Linebaugh Ave Ste. 102, Tampa, FL, 33626
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2012Other Business ActivitiesSells Insurance
Christopher operates under the DBA Mark Scheidter & Associates for his LPL business and also as an agent for fixed life insurance, fixed annuities, disability insurance (DI), and long-term care (LTC) insurance. He also provides investment advisory services through PSI Advisors, LLC, dedicating nearly full-time hours to this activity, and is a registered representative with LPL Financial, spending nearly full-time hours on sales and client servicing.
Employment History
Current Registrations
Psi Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Psi Advisors, LLC
Principal Securities, INC.
Principal Securities, INC.Broker
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Financial Telesis INCBroker
Morgan Stanley Smith BarneyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Aig Retirement Advisors, INC.Broker
State Registrations2 states
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.