CW
CFP
CW
CFP

Christopher Weidler

12 Years of Experience
West Conshohocken, PA
Broker

Christopher Weidler is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in West Conshohocken, PA, with 12 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

300 Conshohocken State Road, Suite 400, West Conshohocken, PA, 19428

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
September 2015 - Present · 10 yrs 8 mos
Raymond James & Associates, INC.
September 2015 - Present · 10 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Morgan Stanley
July 2013 - October 2015 · 2 yrs 3 mos
Morgan StanleyBroker
June 2013 - October 2015 · 2 yrs 4 mos
State Registrations10 states
CACODEFLMANJNYPASCTX
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.