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Christian Veliz

8 Years of Experience
Juneau, AK
Broker

Christian Veliz is a registered investment advisor at Raymond James & Associates, INC., based in Juneau, AK, with 8 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

8390 Airport Blvd, Suite 102, Juneau, AK, 99801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christian is a committee member for The Partnership Inc, a non-profit organization fundraising for a new arts center in Juneau. This role involves brainstorming fundraising ideas and requires minimal time each month.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2025 - Present · 1 yr 4 mos
Raymond James & Associates, INC.Broker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2017 - January 2025 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2017 - January 2025 · 7 yrs 7 mos
State Registrations36 states
AKALARAZCACOFLGAHIIDILKSMAMEMIMNMOMTNCNENJNMNVNYOHOKORSCTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.