Christen Sanchez
Christen Sanchez is a CFP-designated registered investment advisor at LPL Financial LLC, based in Jacksonville, FL, with 28 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
5150 Belfort Rd,Ste 702, Jacksonville, FL, 32256
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christen is an independent insurance agent selling non-variable insurance since 2001. Christen also owns rental real estate and operates Sanchez Wealth Management Group, dedicating nearly full-time hours to the RIA business.
Employment History
Current Registrations
LPL Financial LLC
Sanchez Wealth Management Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Princor Financial Services CorporationBroker
State Registrations34 states
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