Christopher Ragain, CPA, PFS
Bonita Springs, Florida, 34135
Member Since 2010
Our independence, integrity, and experience make the difference. We emphasize planning in our practice. Ensuring that your retirement, college savings, dream vacation, or second home is possible. You will have peace of mind knowing that your financial future is in the hands of professionals working every day to make your goals and dreams a reality. Our practice employs financial planners, investment advisors, attorneys, and accountants who will work together to address each aspect of your financial well being. Over 400 clients trust their wealth management to Ragain Financial
My Location
Background Information
Years of Financial Experience
- 14
Education
- Drury University (BA-Accountancy)
- Drury University (MA-Accountancy/Taxation)
Certifications and Designations
- CPA
- PFS
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee
- Investment Services: Asset-based fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Ameritrade Institutional
Types of Financial Reports
- Performance Report (Monthly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them monthly, quarterly and upon request
Registration & Licensing
- CRD/IARD Number: 122923
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Ragain Financial Inc.
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax
Investment Services
- Strategy Development, Written investment policy, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses, Trusts
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation, IRS Audit Services, CPA Services
Visit Website - http://www.ragainfinancial.com
