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Christopher Lecroy

28 Years of Experience
Clemson, SC
Broker

Christopher Lecroy is a registered investment advisor at LPL Financial LLC, based in Clemson, SC, 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.

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Location

221 Shaw Street, Suite M,, Clemson, SC, 29631

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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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Other Business Activities

Christopher co-owns 321 Riverbank Lecroy, LLC, a real estate rental property, dedicating minimal time. He also co-owns Upstate SC Flyers LLC, a business entity for tax/investment purposes, spending minimal time.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2024 - Present · 2 yrs 1 mo
LPL Financial LLC
April 2024 - Present · 2 yrs 1 mo
LPL Financial LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1997 - April 2024 · 26 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1997 - April 2024 · 26 yrs 4 mos
State Registrations33 states
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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.