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Christopher Kamnitsis

31 Years of Experience
Flemington, NJ
BrokerSells Insurance

Christopher Kamnitsis is a registered investment advisor at LPL Financial LLC, based in Flemington, NJ, with 31 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

56 Main St Ste 3C, Flemington, NJ, 08822

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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 ActivitiesSells Insurance

Christopher sells fixed annuities and some life insurance, dedicating a few hours per week to this activity. He is also involved with Beacon Financial and Beacon Financial Group as a DBA for LPL business, and is a partner/CEO at Adelphi Financial LLC providing tax services, taking about a quarter of his time. Finally, he is involved with Chrysonos Financial LLC for tax/investment purposes, dedicating about half his time.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 10 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 10 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
September 2007 - November 2017 · 10 yrs 2 mos
National Planning CorporationBroker
November 2006 - November 2017 · 11 yrs
Investacorp Advisory Services INC
June 2002 - December 2005 · 3 yrs 6 mos
Investacorp, INC.Broker
December 1997 - December 2006 · 9 yrs
Linsco/private Ledger CORP.Broker
July 1996 - December 1997 · 1 yr 5 mos
American Express Financial Advisors INC.Broker
July 1995 - July 1996 · 1 yr
Ids Life Insurance CompanyBroker
July 1995 - July 1996 · 1 yr
Oppenheimer & CO., INC.Broker
March 1994 - February 1995 · 11 mos
Lehman Brothers INC.Broker
January 1994 - March 1994 · 2 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAIDILKYLAMAMDMNMOMTNCNHNJNYOHORPASCTNTXVAWAWI
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.