Christopher Mckelvey
Christopher Mckelvey is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Mary, FL, with 15 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
766 N Sun Drive, #2090, Lake Mary, FL, 32746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is the owner and president of AMGWM, LLC, Anderson McKelvey Group, and McKelvey AMG, LLC, all DBAs through RJFS. He dedicates about half of his time to these businesses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations35 states
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