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Christopher Conard

Advisor at Raymond James Financial

Updated today

Location

Fairfield, IL 62837

Credentials

Series 63, Series 66

Industry experience

23 years

About

Christopher Conard is a financial advisor at Raymond James Financial Services Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2015. Outside of his advisory role, he owns and manages commercial and rental properties. Raymond James Financial Services Advisors, Inc. serves a broad range of clients including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing client collaboration to develop tailored plans and investment recommendations.

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

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

510 West Delaware Street

Fairfield, IL 62837

Most active in

Illinois

Work history

Raymond James Financial Services Advisors INC.

2015 - Present (11 years)

Raymond James Financial Services, inc.

2015 - Present (11 years)

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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Series 66

Johnsonville, IL

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Charitable giving & philanthropy Active portfolio management
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CFP®, Series 63, Series 65

Fairfield, IL

Edward Jones

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

Andrew D

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Fairfield, IL

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Andrew Diesel is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2006. He has 19 years of industry experience and serves clients from Fairfield, Illinois. Outside of his advisory role, Diesel volunteers as an assistant basketball coach at Jasper Grade School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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