Operations Associate

Chrissy Oakley

About Chrissy

Chrissy is a Florida native working in the financial industry for over 20 years as an office administrator and graphic artist. Chrissy Oakley supports our office administration, ongoing development and implementation of new initiatives to improve business processes, and procedures of the firm. She also assists with new account processes and administrative client service requests.

What’s the greatest lesson you’ve learned in life thus far?

Believe that you can – you are your greatest motivator.

If you could have any one super power, what would it be?

Time Travel

What is something unrelated to your job that you love doing?

Pilates, modern ballet, jazz, trivia and spending quality time with family and my Bichon Frise, Peanut.

What is your favorite food?

Sushi and Lobster

What is the #1 song on your playlist?

Philadelphia Freedom by Elton John

Disclosures

The information provided is derived from sources deemed to be reliable. It is not intended as tax or legal advice, which we do not provide. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security, which may only be sold by individual recommendation.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
We are registered to sell securities in the following states:*
Alabama, Arizona, California, Colorado, Connecticut, DC, Delaware, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, New Jersey, New Mexico, Nevada, New York, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington.
We are licensed to sell Insurance products in the following states:*
Alabama, Colorado, Florida, Georgia, Idaho, Illinois, Kentucky, Massachusetts, Maine, Michigan, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, Ohio, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin.
* State securities registration and insurance licensing varies by affiliated advisor and representative.
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NextPhase™ is a retirement program offered exclusively through Advisor Group, which owns our broker-dealer, Royal Alliance Associates.
MyStages® is a consumer financial wellness program by Signature Financial Solutions, LLC.
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1511 N Westshore Boulevard
Suite 1100
Tampa, FL  33607
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