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Christopher Hart

11 Years of Experience
Murrieta, CA
BrokerSells Insurance

Christopher Hart is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Murrieta, CA, with 11 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

25220 Hancock Avenue, Suite 240, Murrieta, CA, 92562

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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 ActivitiesSells Insurance

Christopher is the CEO of Bridge Wealth Financial Partners Inc, a support company for accounting purposes, dedicating minimal time. He also works with E4 Brokerage LLC to offer fixed life insurance, annuities, and disability income to clients, spending a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2019 - Present · 6 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Thrivent Advisor Network, LLC
June 2022 - July 2022 · 1 mo
Thrivent Investment Management INC.
November 2014 - June 2019 · 4 yrs 7 mos
Thrivent Investment Management INC.Broker
October 2014 - June 2019 · 4 yrs 8 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.