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Christopher Phillip Wadley

KEY FINANCIAL GROUP OF JACKSONVILLE, INC.·JACKSONVILLE, Florida
Clean recordKEY FINANCIAL GROUP OF JACKSONVILLE, INC.
6271 DUPONT STATION COURT, JACKSONVILLE, FL 32217CRD# 456218Firm CRD# 142356

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Phillip Wadley · JACKSONVILLE, FL
Registration
CRD #456218 · KEY FINANCIAL GROUP OF JACKSONVILLE, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Phillip Wadley is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with KEY FINANCIAL GROUP OF JACKSONVILLE, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KEY FINANCIAL GROUP OF JACKSONVILLE, INC.
KEY FINANCIAL GROUP OF JACKSONVILLE, INC.
AUM
$54M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at KEY FINANCIAL GROUP OF JACKSONVILLE, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 456218
Firm CRD# 142356
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Phillip Wadley offer?
Christopher Phillip Wadley specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in JACKSONVILLE, Florida for a consultation.
What are Christopher Phillip Wadley's credentials?
Christopher Phillip Wadley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Phillip Wadley located?
Christopher Phillip Wadley is based in JACKSONVILLE, Florida, working with KEY FINANCIAL GROUP OF JACKSONVILLE, INC.. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Christopher Phillip Wadley charge for services?
Christopher Phillip Wadley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEY FINANCIAL GROUP OF JACKSONVILLE, INC.?
KEY FINANCIAL GROUP OF JACKSONVILLE, INC. has approximately 1 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

Christopher Robert Wadley
JACKSONVILLE, FL
Edmond Christopher Godreau
JACKSONVILLE, FL
Bryan Vincent Bartosik
JACKSONVILLE, FL
John Duncan Bowsman
JACKSONVILLE, FL

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Browse by Specialty

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Research
Advisor Fees in FloridaNational Fee Analysis
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