CS
ChFC
CS
ChFC

Christopher Sordello

40 Years of Experience
Hampstead, NH
BrokerSells Insurance

Christopher Sordello is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Hampstead, NH, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Hampstead, NH

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher is associated with Bay Financial Associates, LLC and Sordello Wealth Management, both DBAs for LPL business, dedicating full-time hours to each. He also works as a non-variable insurance agent, spending a few hours per week on this activity since 1999.

Employment History
Current Registrations
LPL Financial LLC
April 2021 - Present · 5 yrs 1 mo
LPL Financial LLCBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - April 2021 · 4 yrs 1 mo
Msi Financial Services, INC.Broker
November 1986 - March 2017 · 30 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
February 1986 - July 2007 · 21 yrs 5 mos
State Registrations5 states
MAMENCNHTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.