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Christopher R. Blumas

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CRD#: 7413041
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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 Ronald Blumas, who also goes by Chris Blumas, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 2021. Christopher had worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chris Blumas

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.
RAYMOND JAMES INVESTMENT COUNSEL LTD. ("RJIC") WHOLLY OWNED SUBSIDIARY OF RAYMOND JAMES LTD. THE BUSINESS IS INVESTMENT RELATED. CHRISTOPHER BLUMAS IS LOCATED AT 1902B - 200 KING STREET WEST, TORONTO, ONTARIO AND HAS BEEN EMPLOYED SINCE MARCH 1, 2021. HE IS A FULL TIME EMPLOYEE AND HIS TITLE WITH RJIC IS "PORTFOLIO MANAGER". HE DEVOTES 160 HOURS A MONTH TO THIS BUSINESS DURING BUSINESS AND TRADING HOURS. HIS JOB DUTIES INCLUDE SALES.

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

September 17, 2021 - July 30, 2024

RAYMOND JAMES INVESTMENT COUNSEL LTD.

RIA
CRD#: 128324
Toronto, Ontario,

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.

Exams


Current Firm


RJ
RAYMOND JAMES INVESTMENT COUNSEL LTD.
MACDOUGALL INVESTMENT COUNSEL, INC. | RAYMOND JAMES INVESTMENT COUNSEL LTD.

CRD#: 128324 / SEC#: 801-62380

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Contact information


Main Address
925 W. Georgia St. Suite 2100, Vancouver, British Columbia, V6C3L2
Mailing Address
Phone number
(604) 654-1526
Established
Firm type
Fiscal year end
# of Employees
16

Documents


Latest Form ADV

Part 2 Brochures

ADV BROCHURE 8-25-2023 (12/22/2023)

Regulatory assets under management


Total Number of Accounts100
AUM (Assets Under Management)$ 27,701,100

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/19/2023
Cover Page
08/04/2023

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.

Company Information


RAYMOND JAMES INVESTMENT COUNSEL LTD.

CRD#: 128324

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