David Christianson
David Christianson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Virginia Beach, VA, 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
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
Virginia Beach, VA
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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
David is the owner of Clear Vision Securities & Planning, marketing securities-related business, and Clear Vision Financial Solutions, where he sells insurance products and provides business management consulting, accounting, and tax preparation services. He also works as a musician and is a committee member of a fishing club.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
CUNA Brokerage Services, INC.Broker
Walnut Street Securities, INC.Broker
Mony Securities CORP.Broker
State Registrations7 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.