Christopher
Melton

Raymond James Financial Services Advisors, Inc

CRD#1061804
Investment Advisor
in San Diego, CA
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About this Advisor

Christopher Melton is a certified financial planner in San Diego, California. Currently an advisor with Raymond James Financial Services Advisors, Inc, Melton has 10 years of professional experience as an investment advisor. Melton has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Melton can work with customers based out of California and Texas. During their career, the advisor has held roles at Raymond James Financial Services Advisors, Inc, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC and Raymond James Financial Services, Inc. Raymond James Financial Services Advisors, Inc is headquartered in San Diego, California, and has 2,040 other offices in the country. As a registered advisory firm, Raymond James Financial Services Advisors, Inc manages $81 billion in assets across 280,698 client accounts and employs more than 5,600 people. The firm's total assets under management places it among the largest investment advisory firms in the United States. The firm manages 151,196 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Raymond James Financial Services Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

12651 High Bluff Drive Suite 250
San Diego, CA 92130

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

CA Average: $1,855,561,029
Total Number of Employees

6,224

CA Average: 62
Total Number of Accounts

343,734

CA Average: 2,474
Average Account Size

$301,664

CA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Christopher Melton Work History

Christopher has 10 years of experience.

2018 - Present (1 years)

Raymond James Financial Services Advisors, Inc

2018 - Present (1 years)

Raymond James Financial Services, Inc

2015 - 2018 (3 years)

Wells Fargo Clearing Services, LLC

2008 - 2015 (7 years)

Wells Fargo Advisors, LLC

Disclosures

Christopher Melton has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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