Chris Kurtis
Chris Kurtis is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 35 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
4707 Executive Dr, San Diego, CA, 92121-3091
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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
Chris works as a notary and a musician, dedicating minimal time to each. Chris also sells term life, long-term care, and fixed annuities, dedicating minimal time to this activity as well.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Crown Financial Advisors, LLC
Mitre Group LLCBroker
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
State Registrations10 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.