CS
CFP
CS
CFP

Christopher Shaver

13 Years of Experience
Latham, NY
BrokerSells Insurance

Christopher Shaver is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Latham, NY, with 13 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

11 Sunset Drive, Latham, NY, 12110

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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 ActivitiesSells Insurance

Christopher works for The Kelton Financial Group as a non-investment related support company, dedicating minimal time. He is also an insurance agent for KAFL Insurance, spending minimal time on this investment-related activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2021 - Present · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
September 2019 - Present · 7 yrs
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
April 2016 - September 2019 · 3 yrs 5 mos
Mercer Allied Company, L.P.Broker
September 2014 - March 2016 · 1 yr 6 mos
Key Investment Services LLCBroker
December 2012 - September 2014 · 1 yr 9 mos
State Registrations16 states
CACTFLGAMAMNNCNHNYOHPASCTNTXVTWI
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.
Christopher Shaver - Financial Advisor | TrueAdvisor