Christopher Haddad
CRD Number: 3179308Current Firm: Raymond James Financial Services Advisors, Inc.
Christopher Haddad (CRD# 3179308) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Murrieta, CA and has over 24 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2066720
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Murietta, CA | Apr 2024 - Current | < 1 |
| Tc Financial | Murrieta, CA | Jan 2023 - Current | 1 |
| Raymond James Financial Services, Inc. | Murrieta, CA | Nov 2019 - Apr 2024 | 4 |
| Chalice Capital Partners, LLC | San Diego, CA | Oct 2018 - Nov 2019 | 1 |
| Unemployed | Winchester, CA | Nov 2017 - Sep 2018 | < 1 |
| T. Rowe Price Investment Services Inc. | Baltimore, MD | Jun 2015 - Oct 2017 | 2 |
| Mml Distributors, LLC | Springfield, MA | Mar 2013 - May 2015 | 2 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jan 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- CA
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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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