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Christopher Taylor

7 Years of Experience
Lubbock, TX
Broker

Christopher Taylor is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lubbock, TX, with 7 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

4010 82nd St #215, Lubbock, TX, 79423

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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 is a registered representative at B Staley LLC and performs general labor for Grady Henly Decorators, dedicating minimal time to each. Neither activity is investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2021 - Present · 4 yrs 11 mos
Raymond James Financial Services, INC.Broker
May 2021 - Present · 5 yrs
Previous Registrations
Kovitz Investment Group Partners, LLC
January 2020 - August 2020 · 7 mos
Kovitz Securities, LLCBroker
September 2019 - August 2020 · 11 mos
Kovitz Investment Group Partners, LLC
November 2018 - January 2020 · 1 yr 2 mos
Afam Capital, INC.
October 2017 - November 2018 · 1 yr 1 mo
State Registrations1 state
TX
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.
Christopher Taylor - Financial Advisor | TrueAdvisor