Christopher Urso
Christopher Urso is a registered investment advisor at LPL Financial LLC, based in Manchester, NJ, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Manchester, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher operates Urso Financial Management & Consulting, LLC as a DBA for his LPL business, dedicating nearly full-time hours during trading. He also serves as a non-profit board member, notary public, business owner/artist, and sells non-variable insurance, each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLCBroker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Countrywide Investment Services, INC.Broker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Independent Financial Securities, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.