Christopher Sommer
Christopher Sommer is a registered investment advisor at LPL Financial LLC, based in Fountain Valley, CA, with 32 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
18837 Brookhurst Ste Ste 107, Fountain Valley, CA, 92708
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2001Other Business Activities
Christopher owns rental properties in Surprise, AZ, and Salt Lake City, UT, since 2009. He also operates under the DBA Benchmark Wealth Management since 2011.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wamu Investments, INC.
Wamu Investments, INC.Broker
Great Western Financial Securities CorporationBroker
Chatfield Dean & CO., INC.Broker
State Registrations7 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.