Christopher Manzi (CRD# 5059841) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Watkinsville, GA and has over 18 years of experience in the finance industry.
CRD# 6794724
Arch Financial Planning, LLC
CRD# 6374744
Edward Jones
CRD# 6914118
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Watkinsville, GA | Apr 2024 - Current | < 1 |
| The Avenue Wealth Management Group | Watkinsville, GA | Nov 2023 - Current | < 1 |
| Raymond James Financial Services, Inc. | Watkinsville, GA | Nov 2023 - Current | < 1 |
| Cjm Sports Llc / North American Golf LLC | Athens, GA | Jun 2015 - Current | 8 |
| Athens First Bank & Trust Company | Athens, GA | Oct 2013 - Jun 2015 | 1 |
| Synovus Securities Inc. | Athens, GA | Oct 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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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
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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