CC
CC

Christopher Coyer

28 Years of Experience
Las Vegas, NV
BrokerSells Insurance

Christopher Coyer is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, 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
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.

Loading...

Location

7477 W Lake Mead Blvd Ste 170, Las Vegas, NV, 89128

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christopher operates under several DBAs for his LPL business, including Coyer Financial Group, Gladstone Wealth Partners, and Priority Wealth Partners, dedicating full-time hours to these activities. He also works with The Integrity Groups and One Resource Group in non-variable insurance, and manages Coyer Properties for tax/investment purposes.

Employment History
Current Registrations
LPL Financial LLC
November 2023 - Present · 2 yrs 6 mos
LPL Financial LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Transamerica Financial Advisors, INC.
January 2019 - November 2023 · 4 yrs 10 mos
Transamerica Financial Advisors, INCBroker
September 2014 - November 2023 · 9 yrs 2 mos
Transamerica Capital, INC.Broker
February 2009 - September 2014 · 5 yrs 7 mos
Ing Funds Distributor, INC.Broker
June 2000 - September 2000 · 3 mos
Directed Services LLCBroker
April 2000 - January 2009 · 8 yrs 9 mos
Conseco Equity Sales, INC.Broker
November 1999 - April 2001 · 1 yr 5 mos
Birchtree Financial Services, INC.Broker
January 1999 - July 2000 · 1 yr 6 mos
Select Capital CorporationBroker
October 1998 - November 1998 · 1 mo
National Planning CorporationBroker
September 1997 - August 1998 · 11 mos
State Registrations12 states
AZCACOFLINKYNCNVNYTNTXWI
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 Coyer - Financial Advisor | TrueAdvisor