Christopher Jordan
Christopher Jordan is a registered investment advisor at LPL Financial LLC, based in Tarrytown, NY, with 34 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
120 White Plains Rd Ste 112, Tarrytown, NY, 10591
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2016Customer Dispute
April 2006Other Business ActivitiesSells Insurance
Christopher operates Lexco Wealth Management as a DBA for his LPL business and is also a Registered Investment Advisor through LEXCO Wealth Management, Inc. He is an insurance agent for both Christopher Jordan and Advisers Insurance Brokers, selling life, health, disability, and long-term care insurance, dedicating about 10-20% of his time to these activities, and owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lexco Wealth Management, INC.
Lexco Wealth Management, INC.
Lexco Wealth Management, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Royal Alliance Associates, INC.Broker
Nathan & Lewis Securities, INC.Broker
Cigna Securities, INC.Broker
State Registrations37 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.