Christopher L. Van Son

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CRD#: 1483955

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher Lynn Van Son, who also goes by Christopher Lynn Vanson, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 1986. Christopher had worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Christopher Lynn Vanson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1)Name of Business: Crux Wealth Advisors, LLC Address: 3415 Orchard Park Rd, Orchard Park, NY, 14127-1618, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/08/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2)Name of Business: Robert J Ellis Realty, LLC Address: 3415 Orchard Park Rd, Orchard Park, NY, 14127, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/28/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: The Realty LLC owns the building at 3415 Orchard Park Road, Orchard Park, NY 14127 and leases 100% of the space to Crux Wealth Advisors, LLC. (3)Name of Business: Robert J. Ellis Financial Advisors, LLC Legacy Partner of Crux Wealth Advisors, LLC Address: 3415 Orchard Park Rd, Orchard Park, NY, 14127, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 11/28/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Provide advisory services and financial planning services to our individual and small business clients. (4)Name of Business: Specific Solutions Address: 3415 Orchard Park Rd, Orchard Park, NY, 14127, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 11/28/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: To sell fixed annuities and life insurance through Specific Solutions, Inc., 475 International Drive, Williamsville, NY 14221

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

October 15, 2018 - August 2, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Orchard Park, NY

Past

October 15, 2018 - August 2, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Orchard Park, NY

Past

July 12, 2012 - November 27, 2018

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

ORCHARD PARK, NY

Past

December 20, 2011 - October 23, 2018

LPL FINANCIAL LLC

CRD#: 6413

ORCHARD PARK, NY

Past

April 12, 2011 - December 20, 2011

IC ADVISORY SERVICES, INC.

RIA

CRD#: 140190

ORCHARD PARK, NY

Past

May 1, 1996 - December 20, 2011

THE INVESTMENT CENTER, INC.

CRD#: 17839

ORCHARD PARK, NY

Past

April 10, 1996 - May 2, 1996

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

Past

April 25, 1986 - November 3, 1994

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MARY ELIZABETH HAAS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | RAYMOND JAMES ADVISORY SERVICES

CRD#: 149018 / SEC#: 801-69815

RIA

Registered Investment Advisory firm - (12/23/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/8/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/18/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/19/1986

General Securities Representative Examination

Current Firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MARY ELIZABETH HAAS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | RAYMOND JAMES ADVISORY SERVICES

CRD#: 149018 / SEC#: 801-69815

RIA

Registered Investment Advisory firm - (12/23/2008 Approved)

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Contact information

Main Address

880 Carillon Parkway, Saint Petersburg, FL 33716

Mailing Address

Phone number

(727) 567-3020

Established

Firm type

Fiscal year end

# of Employees

6,727

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. WRAP BROCHURE (6/30/2025)

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. FIRM BROCHURE (6/30/2025)

Regulatory assets under management

Total Number of Accounts	1,030,208
AUM (Assets Under Management)	$ 344,868,106,925

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/12/2025	Cover Page	Report
08/21/2024	Cover Page	Report
09/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Christopher L. Van Son

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

IC ADVISORY SERVICES, INC.

THE INVESTMENT CENTER, INC.

TOWER SQUARE SECURITIES, INC.

TOWER SQUARE SECURITIES, INC.

Primary Firm SEC Registration

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/8/2011

Series 63

Date: 6/18/1986

SIE

Date: 10/1/2018

Series 7

Date: 4/19/1986

Current Firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

TRUST BUT VERIFY

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