Christopher Mara
Christopher Mara is a registered investment advisor at LPL Financial LLC, based in North Reading, MA, with 36 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
North Reading, MA
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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 is a registered representative and investment advisor through Northeast Planning Associates, Inc. He also owns rental property, provides mortgage/real estate services as a real estate agent, and engages in other DBAs for his LPL business, dedicating about 10-20% of his time to one of them.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northeast Planning Associates, INC.
Infinex Investments, INC.
Infinex Investments, INC.Broker
Citizens Investment Services
Citizens Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Santander Securities
Santander Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
Bankboston Investor Services, INC.Broker
Advisory Group Equity Services LTD.Broker
Allmerica Investments, INC.Broker
Advisory Group Equity Services LTD.Broker
Commonwealth Equity Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations4 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.