Christopher Stephen Mack

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2018 → 02/2019
  Ubs Financial Services Inc.
  Houston, TX
• 01/2015 → 04/2018
  University Of Tulsa
  Tulsa, OK
• 02/2019 → Present
  Raymond James Financial Services, Inc.
  Houston, TX
• 03/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Houston, TX

Other Businesses

(1)Name of Business: Centrix Wealth Partners Address: 1177 West Loop S Ste 1515, Houston, TX, 77027, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/12/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Planner

Exams

• S66 Uniform Combined State Law Examination
  2020-03-02

Designations

• Certified Financial Planner