Christopher Ragsdale
Advisor at Piedmont Financial Consulting
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Piedmont Financial Consulting
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Piedmont Financial Consulting
Location
Laurel, MD 20708
Credentials
Series 63, Series 65
Industry experience
6 years
Christopher Ragsdale is a financial advisor at Piedmont Financial Consulting in Laurel, MD, with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Bank of America/Merrill Lynch, Prudential Financial, and Bankers Life Insurance Company. Piedmont Financial Consulting serves individuals, high-net-worth clients, and small businesses with financial planning, investment management, and public financial workshops. The firm employs a passive investment approach focused on diversified index funds and tax efficiency, pairing management with comprehensive financial planning and regular client reviews.
Based on Piedmont Financial Consulting
Based on Piedmont Financial Consulting
Comprehensive financial planning: $1500 per year; General financial planning: $400 to $900 depending on complexity; Financial workshops: $50 per individual session; Group workshops: $30 per person (minimum 4 attendees)
<$150,000 - $249,999: 0.50% $250,000 - $416,665: 0.40% $416,666 - $749,999: 0.30% $750,000+: 0.20%
14502 Greenview Drive, Suite 500
Laurel, MD 20708
Maryland
The Piedmont Financial Consulting Group
2021 - Present (5 years)
Unemployed; Medical Leave
2020 - 2021 (1 year)
Bank Of America/Merrill Lynch
2020 - 2020 (1 year)
Unemployed; Medical Leave
2020 - 2020 (1 year)
Keys Development
2018 - 2020 (2 years)
Unemployed; Homemaker
2017 - 2018 (1 year)
Prudential Financial
2016 - 2017 (1 year)
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