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Christopher Ravlin

23 Years of Experience
Meridian, ID
1 DisclosureBroker

Christopher Ravlin is a registered investment advisor at LPL Financial LLC, based in Meridian, ID, with 23 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

413 SW 5th Ave Ste 110, Meridian, ID, 83642

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2018
Final
Other Business Activities

Christopher operates Granite Financial Management as a DBA for his LPL business. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2024 - Present · 2 yrs 4 mos
LPL Financial LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
July 2020 - January 2024 · 3 yrs 6 mos
Ameriprise Financial Services, LLC
July 2020 - January 2024 · 3 yrs 6 mos
Wells Fargo Clearing Services, LLC
January 2005 - July 2020 · 15 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
November 2004 - July 2020 · 15 yrs 8 mos
Edward JonesBroker
June 2002 - November 2004 · 2 yrs 5 mos
State Registrations15 states
AKAZCAGAIDMOMTNENJOHORSCTXUTWY
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 Ravlin - Financial Advisor | TrueAdvisor