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Christopher Gray

28 Years of Experience
Corvallis, OR
BrokerSells Insurance

Christopher Gray is a registered investment advisor at LPL Financial LLC, based in Corvallis, OR, 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

310 NW 7th Street, Corvallis, OR, 97330

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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 ActivitiesSells Insurance

Christopher spends about half his time collecting commissions from fixed life and health insurance business through Northwest Financial Group, LLC. He also owns rental real estate and T&K 310 NW 7TH ST INVESTMENTS LLC, and TNK FINANCIAL SERVICES, LLC for accounting purposes.

Employment History
Current Registrations
LPL Financial LLC
January 2008 - Present · 18 yrs 4 mos
LPL Financial LLCBroker
January 2008 - Present · 18 yrs 4 mos
Previous Registrations
Financial Advocates Advisory Services
April 2010 - August 2020 · 10 yrs 4 mos
Citigroup Global Markets INC.
April 2003 - January 2008 · 4 yrs 9 mos
Citigroup Global Markets INC.Broker
March 2000 - January 2008 · 7 yrs 10 mos
Wm Financial Services, INC.Broker
May 1998 - April 2000 · 1 yr 11 mos
First Heartland Capital, INC.Broker
February 1998 - May 1998 · 3 mos
State Registrations32 states
AKALAZCACODCFLHIIDILKSMDMNMOMSMTNCNENMNVNYOHORPASDTNTXVAVTWAWIWY
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 Gray - Financial Advisor | TrueAdvisor