CP
CP

Christine Powell

38 Years of Experience
Mcqueeney, TX
Broker

Christine Powell is a registered investment advisor at LPL Financial LLC, based in Mcqueeney, TX, 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
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

Mcqueeney, TX

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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 Activities

Christine operates under the DBA Pensionmark Houston, LLC for her LPL business, which is investment-related. This activity takes nearly full-time hours during securities trading.

Employment History
Current Registrations
LPL Financial LLC
June 2019 - Present · 6 yrs 11 mos
LPL Financial LLCBroker
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
Independent Financial Partners
November 2010 - July 2019 · 8 yrs 8 mos
Nrp Advisors, INC.
January 2010 - December 2010 · 11 mos
Nrp Financial, INC.Broker
January 2010 - November 2010 · 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2010 · 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2010 · 7 mos
Citigroup Global Markets INC.
July 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
September 1987 - February 1988 · 5 mos
State Registrations8 states
ALCAFLGAINNJTXVA
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.
Christine Powell - Financial Advisor | TrueAdvisor