Christopher Mcgoogin
Christopher Mcgoogin is a registered investment advisor at Sofi Wealth LLC, based in Jacksonville, FL, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 265,019 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
The wrap fee is not charged on the cash allocation, which is generally 1% of the portfolio.
Fee Estimator
Location
5335 Gate Parkway, Suite 500, Jacksonville, FL, 32256
Get directionsHistory
Regulatory History (2)
Financial
February 2024Criminal
January 2005Other Business Activities
Christopher works part-time as a food service associate at Chartwells Higher Education, a contract foodservice management company, since August 2024. He spends a few hours per week dishwashing and cleaning work areas.
Employment History
Current Registrations
Sofi Wealth LLC
Sofi Securities LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Deutsche Bank Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations51 states
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.