CL
CFP · ChFC
CL
CFP · ChFC

Christopher Lussier

15 Years of Experience
Worcester, MA
Broker

Christopher Lussier is a CFP, ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Worcester, MA, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1 Mercantile Street, Suite 720, Worcester, MA, 01608

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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 owns Lussier Family Tree Farm, dedicating minimal time to planting, growing, and selling Christmas trees. He is also an officer in Business Networking International and owns rental real estate, spending a few hours per week on each activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2018 - Present · 8 yrs 4 mos
Raymond James & Associates, INC.Broker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2011 - September 2015 · 4 yrs 7 mos
State Registrations28 states
AKAZCACOCTDCFLGAHIILINMAMDMEMONCNHNJNMNYPARISCSDTXVAVTWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.