CD
CD

Christopher James Davidson

16 Years of Experience
May Earn Commission
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

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Location

19505 Biscayne Blvd., Suite 2350, Aventura, FL, 33180

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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 an indirect owner of Proxy International LLC and Proxy Wealth Advisors LLC, both investment-related. He is also the principal owner of Proxy Financial Corp (a holding company) and an indirect owner involved in management consulting at Proxy Capital Partners, dedicating about 10-20% of his time to the latter.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
August 2025 - Present · 6 mos
Proxy Freedom
June 2023 - Present · 2 yrs 8 mos
Proxy Wealth Advisors LLC
February 2023 - Present · 3 yrs
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
September 2022 - January 2023 · 4 mos
Dalmore Group LLCBroker
March 2021 - February 2022 · 11 mos
Proxy Wealth Advisors LLC
September 2018 - September 2022 · 4 yrs
Lincoln Financial Advisors Corporation
December 2016 - September 2018 · 1 yr 9 mos
Lincoln Financial Advisors CorporationBroker
December 2016 - September 2018 · 1 yr 9 mos
Msi Financial Services, INC.
June 2015 - December 2016 · 1 yr 6 mos
Metlife Securities INC.
February 2014 - March 2015 · 1 yr 1 mo
Msi Financial Services, INC.Broker
March 2009 - December 2016 · 7 yrs 9 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.