CB
CB

Christopher Bozas

7 Years of Experience
Orlando, FL
Broker

Christopher Bozas is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, 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

5950 Hazeltine National Dr, Suite 630, Orlando, FL, 32822

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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 Activities

Christopher is an advisor for Claycomb Wealth Management, a DBA/support company. This non-investment related activity takes nearly full-time hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2023 - Present · 2 yrs 11 mos
Raymond James Financial Services, INC.
June 2023 - Present · 2 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Independent Financial Partners
October 2021 - June 2023 · 1 yr 8 mos
Ifp Securities, LLCBroker
October 2021 - June 2023 · 1 yr 8 mos
Raymond James & Associates, INC.
October 2018 - October 2021 · 3 yrs
Raymond James & Associates, INC.Broker
September 2018 - October 2021 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2018 - April 2018 · 3 mos
State Registrations2 states
FLSC
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.