Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Douglas Taylor is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Lubbock, TX. Christopher has been working in the financial industry since 2018. Christopher is registered with the state of Texas as an Investment Advisor Representative. Prior to joining Raymond James Financial Services Advisors, Inc., Christopher worked at Kovitz Securities, LLC. Christopher is licensed to sell securities in Texas. Christopher earned his Series 7, Series 63 and Series 65 securities licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
06/29/2021 - Present
Raymond James Financial Services Advisors, Inc. (Lubbock TX)
IL
09/16/2019 - 08/03/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
BC
Issued 06/11/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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