CB
CB

Christopher Bradley

35 Years of Experience
San Diego, CA
Broker

Christopher Bradley 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
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.

Loading...

Location

4707 Executive Dr, San Diego, CA, 92121-3091

Get directions

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.

Learn about disclosures →
Other Business Activities

Christopher owns rental real estate property in Sandpoint, ID since 2017. This investment-related activity requires minimal time.

Employment History
Current Registrations
LPL Financial LLC
May 2021 - Present · 5 yrs 2 mos
LPL Financial LLC
May 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
May 2021 - Present · 5 yrs 2 mos
Previous Registrations
Voya Financial Advisors, INC.
July 2017 - May 2021 · 3 yrs 10 mos
Voya Financial Advisors, INC.Broker
January 2004 - May 2021 · 17 yrs 4 mos
Locust Street Securities, INC.Broker
May 2000 - January 2004 · 3 yrs 8 mos
Fortis Investors, INC.Broker
September 1994 - May 2000 · 5 yrs 8 mos
Quest Capital Strategies, INC.Broker
April 1994 - September 1994 · 5 mos
Equico Securities, INC.Broker
April 1991 - March 1994 · 2 yrs 11 mos
Equitable Variable Life Insurance CompanyBroker
April 1991 - March 1994 · 2 yrs 11 mos
The Equitable Life Assurance Society of the United StatesBroker
April 1991 - March 1994 · 2 yrs 11 mos
Waddell & Reed, INC.Broker
January 1991 - April 1991 · 3 mos
State Registrations6 states
AZCAFLIDORWA
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.