Christopher Roberts
Christopher Roberts is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbia, SC, with 17 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
Firm Size
IM Fee
Assets Under Management
Location
1441 Main Street, Suite 806, Columbia, SC, 29201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is an independent contractor through 2SR's Family Enterprises, LLC, contracting with Vision Wealth Group, dedicating about a quarter to about half of his time to this. He is also an associate/employee and financial advisor at Vision Wealth Advisors LLC, dedicating more than half of his time to this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations27 states
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