Christopher Davis
Christopher Davis is a registered investment advisor at LPL Financial LLC, based in Bella Vista, AR, with 29 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
Bella Vista, AR
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2007Customer Dispute
March 2004Other Business Activities
Christopher operates his LPL business under the DBA Grand Investment Services since 2015. He also has a business entity called River Right, LLC for tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Dean Witter Reynolds INC.Broker
State Registrations10 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.