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Christopher Belote

3 Years of Experience
Salt Lake City, UT
Broker

Christopher Belote is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Salt Lake City, UT, with 3 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

1371 East 2100 South, Suite 100, Salt Lake City, UT, 84105

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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 owns rental real estate property since 2020. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2024 - Present · 2 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Edward Jones
April 2022 - January 2024 · 1 yr 9 mos
Edward JonesBroker
March 2022 - January 2024 · 1 yr 10 mos
State Registrations32 states
ALAZCACOCTDCFLGAIDILINKSKYLAMAMDMOMSNCNJNYOKPARISCTNTXUTVAWAWIWY
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 Belote - Financial Advisor | TrueAdvisor