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Christopher Reilly

9 Years of Experience
Houston, TX
Broker

Christopher Reilly is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Houston, TX, with 9 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

12121 Westheimer Road, Suite 201, Houston, TX, 77077

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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 works as a financial advisor for First Community Credit Union and First Community Wealth Advisors. He dedicates about half of his time to each of these roles.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2022 - Present · 4 yrs 4 mos
Raymond James Financial Services Advisors, INC
May 2022 - Present · 4 yrs 4 mos
Previous Registrations
Edward Jones
January 2017 - May 2022 · 5 yrs 4 mos
Edward JonesBroker
September 2016 - May 2022 · 5 yrs 8 mos
State Registrations10 states
CAFLILMSNMNYSCTXVAWA
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.