Christopher Irvin
Christopher Irvin is a registered investment advisor at LPL Financial LLC, based in Petaluma, CA, with 37 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
Petaluma, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2006Other Business Activities
Christopher teaches an MBA international business course at Sonoma State University.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western International Securities
Gbs Advisors
Gbs Financial CORP.Broker
Gbs Advisors
Western International Securities, INC.Broker
Gbs Advisors
Gbs Financial CORP.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Mutual Service CorporationBroker
East/west Securities CO.Broker
State Registrations14 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.