Christopher Van Son
CRD Number: 1483955Current Firm: Raymond James Financial Services Advisors, Inc.
Christopher Van Son (CRD# 1483955) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orchard Park, NY and has over 37 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Not Provided | Attica, NY | Apr 2024 - Current | < 1 |
| Metis Wealth Advisory Group | Lake Oswego, OR | Mar 2023 - Current | 1 |
| Crux Wealth Advisors, LLC | Orchard Park, NY | Aug 2022 - Current | 1 |
| Specific Solutions | Orchard Park, NY | Nov 2018 - Current | 5 |
| Robert J. Ellis Financial Advisors, Llc Legacy Partner Of Crux | Orchard Park, NY | Nov 2018 - Current | 5 |
| Raymond James Financial Services, Inc. | Orchard Park, NY | Oct 2018 - Current | 5 |
| Raymond James Financial Services Advisors, Inc. | Orchard Park, NY | Oct 2018 - Current | 5 |
| Lpl Financial LLC | Orchard Park, NY | Dec 2011 - Oct 2018 | 6 |
| Private Advisor Group, LLC | Orchard Park, NY | Dec 2011 - Oct 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2011 |
- CT
- NY
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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