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Christopher Lanier

18 Years of Experience
Scottsdale, AZ
1 DisclosureBrokerSells Insurance

Christopher Lanier is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Scottsdale, AZ, with 18 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6720 N. Scottsdale Road, Suite 390, Scottsdale, AZ, 85253

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
May 2004
Final Disposition
Other Business ActivitiesSells Insurance

Christopher guest hosts a 2-hour radio show on Money Radio 1510 AM since 2016 and is a broker with BlackGould & Associates in the health insurance business. He is also involved in outside fixed business, owns rental property, and is a partner of Southwest Wealth Strategies, LLC.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2025 - Present · 1 yr
Previous Registrations
Equitable Advisors, LLC
September 2008 - October 2025 · 17 yrs 1 mo
Equitable Advisors, LLCBroker
June 2008 - October 2025 · 17 yrs 4 mos
State Registrations29 states
AZCACODEFLGAHIIAIDILKSKYMIMNMTNCNJNMNVNYOHOKORTNTXUTVAWAWI
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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