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Christopher Lee Conard

Advisor at Raymond James Financial — Fairfield, IL

Updated today

Credentials

Series 63, Series 66

Experience

23 years

Location

Fairfield, IL 62837

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Christopher Conard is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of his advisory role, Conard owns and manages commercial and rental properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm delivers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and risk profiling.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Fairfield, IL

510 West Delaware Street

Fairfield IL 62837

Advisors at this office

1

Most active in

Illinois

Work history

23 years of industry experience

Raymond James Financial Services Advisors Inc.

2015 - Present • 11 years

Fairfield, IL

Raymond James Financial Services, inc.

2015 - Present • 11 years

Fairfield, IL

Edward Jones

2008 - 2014 • 6 years

Fairfield, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brenda M

Series 66

Johnsonville, IL

Fidelity

Brenda Milner is a Series 66 licensed financial advisor with seven years of industry experience, currently with Fidelity. Her prior roles include positions at Fidelity Brokerage Services LLC and several other firms, with experience spanning areas such as energy and consulting. Outside of her advisory work, she has been involved as a representative for Young Living, a company focused on essential oils and wellness. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including for registered investment companies and charitable funds.

Charitable giving & philanthropy Active portfolio management
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Abbigayle M

CFP®, Series 65, Series 63

Fairfield, IL

Edward Jones

Abbigayle Mosson is a CFP®-certified financial advisor at Edward Jones with five years of industry experience. She has held roles at Edward Jones since 2021 and previously worked at Mutual of Omaha Investor Services, Mutual of Omaha, Morgan Stanley, and other organizations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Andrew D

CFP®, Series 66

Fairfield, IL

Edward Jones

Andrew Diesel is a CFP® professional with 20 years of experience in the financial industry. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a volunteer assistant basketball coach at Jasper Grade School in Fairfield, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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