Christopher Maxey (CRD# 6899128) is an Investment Advisor Representative working at Continuum Advisory, LLC in Tampa, FL and has over 6 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Continuum Advisory, LLC | Eagle, ID | Nov 2022 - Current | 1 |
| Mosaic Financial Group | Tampa, FL | Oct 2020 - Current | 3 |
| Pt Solutions | Tampa, FL | Aug 2018 - Current | 5 |
| Kalos Management | Alpharetta, GA | Oct 2020 - Nov 2022 | 2 |
| Kalos Capital, Inc. | Alpharetta, GA | Sep 2020 - Nov 2022 | 2 |
| Pmb Capital Management Llc Dba Brookstone Financial | Tampa, FL | Mar 2018 - Oct 2020 | 2 |
| Center Street Securities, Inc. | Nashville, TN | Jan 2018 - Oct 2020 | 2 |
| Vanderbilt Bone & Joint | Nashville, TN | Aug 2016 - Jan 2018 | 1 |
| Ufit Fitness Studio | Mufreesboro, TN | Aug 2015 - Dec 2017 | 2 |
| Baptist Health Physical Therapy | Louisville, KY | Aug 2012 - Jun 2015 | 2 |
| Insite Health | Louisville, KY | Jan 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- ID
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Total Assets Under Management1,292MILLIONS
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Total Number of Accounts2,953ACCOUNTS
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Average Account Value$437,585
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
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