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Advisors / Alabama / Florence
22yrs

Christopher Smith

Financial advisor at Cetera Investment Advisers

Christopher Smith is a fiduciary financial advisor in Florence, Alabama, with 22 years in the industry. Christopher joined Cetera Investment Advisers in 2025, after three years at Concourse Financial Group Securities and eight years at Wells Fargo Advisors. Christopher holds the CFP® designation.

One of 77 advisors with offices in Florence, and one of 67 fiduciaries.

Florence, AL 35630CFP®Fiduciary advisor

At a glance

Experience22 years (since 2004)
How that compares ?More experience than 65% of advisors nationwide
Office2975 Hough Road, Florence, AL 35630
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Feb 2025 – now
  2. 2022 – 2025
    Concourse Financial Group Securities, Inc.Previously
  3. 2014 – 2022
  4. 2009 – 2014
    Morgan StanleyPreviously
  5. Nov 2008 – Jun 2009
    Morgan Stanley & Co. LLCPreviously
  6. 2004 – 2008
    MerrillPreviously

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Christopher

How do I contact Christopher?

Call Cetera Investment Advisers at (310) 257-7880 and ask for Christopher Smith. Christopher works from the Florence, AL office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 2004, about 22 years. More experience than 65% of advisors nationwide.

What licenses does Christopher hold?

Series 66. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Christopher for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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