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Christopher Mukoda

32 Years of Experience
Mount Laurel, NJ
Broker

Christopher Mukoda is a registered investment advisor at LPL Financial LLC, based in Mount Laurel, NJ, 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
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.

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Location

1000 Atrium Way, Ste 401, Mount Laurel, NJ, 08054

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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.

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Other Business Activities

Christopher operates Sussex Wealth Partners and Momentum Wealth Partners, both DBAs for his LPL business. Sussex Wealth Partners takes nearly all of Christopher's time, while Momentum Wealth Partners currently takes minimal time.

Employment History
Current Registrations
LPL Financial LLC
December 2023 - Present · 2 yrs 9 mos
LPL Financial LLCBroker
December 2023 - Present · 2 yrs 9 mos
Previous Registrations
PNC Investments
January 2006 - December 2023 · 17 yrs 11 mos
PNC InvestmentsBroker
January 2004 - December 2023 · 19 yrs 11 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
November 2003 - January 2004 · 2 mos
TD Waterhouse Investor Services, INC.Broker
April 2001 - June 2003 · 2 yrs 2 mos
Charles Schwab & CO., INC.Broker
November 1996 - April 2001 · 4 yrs 5 mos
Dean Witter Reynolds INC.Broker
May 1993 - November 1996 · 3 yrs 6 mos
State Registrations14 states
CACODEFLMAMDNCNJOHPASCTXVAWV
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.
Christopher Mukoda - Financial Advisor | TrueAdvisor