CR
ChFC
CR
ChFC

Christopher Rafanan

24 Years of Experience
Citrus Heights, CA
Broker

Christopher Rafanan is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Citrus Heights, CA, with 24 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

6100 Birdcage Lane, Suite 125, Citrus Heights, CA, 95610

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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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Employment History
Previous Registrations
LPL Financial LLC
May 2025 - March 2026 · 10 mos
Cuso Financial Services, L.P.
August 2020 - May 2025 · 4 yrs 9 mos
CUNA Brokerage Services, INC.
February 2002 - August 2020 · 18 yrs 6 mos
Exams
No exam information available for this advisor.