Christopher Roberts, financial advisor Columbia SC

Christopher Roberts

CRD Number: 5539561
Current Firm: Raymond James Financial Services Advisors, Inc.

Christopher Roberts (CRD# 5539561) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbia, SC and has over 15 years of experience in the finance industry.

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Davinci Financial Designs
Company Name Location Dates Years
2sr's Family Enterprises, LLC Columbia, SC Jan 2024 - Current < 1
Raymond James Financial Services, Inc. Columbia, SC Apr 2022 - Current 1
Raymond James Financial Services Advisors, Inc. Columbia, SC Apr 2022 - Current 1
Vision Wealth Advisors Columbia, SC Apr 2022 - Current 1
Wells Fargo Clearing Services, LLC Camden, SC Nov 2016 - Apr 2022 5
Wachovia Bank, N.a. Columbia, SC May 2008 - Apr 2022 13
Wells Fargo Advisors LLC Camden, SC May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Christopher S. Roberts
Phone Number: 727-567-3020
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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