CF
CFP
CF
CFP

Chris Fletcher

28 Years of Experience
Tucker, GA
BrokerSells Insurance

Chris Fletcher is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tucker, GA, 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

2341 Main St, Tucker, GA, 30084

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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

Chris is affiliated with Fletcher Financial, Inc. as a DBA for LPL business, and is also involved with Instaquote and Milner Group, both related to non-variable insurance; he spends minimal time on the LPL business and Instaquote, and about 10-20% of his time with Milner Group.

Employment History
Current Registrations
LPL Financial LLC
April 2020 - Present · 6 yrs 1 mo
LPL Financial LLC
April 2020 - Present · 6 yrs 1 mo
LPL Financial LLCBroker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Securities America Advisors, INC.
March 2011 - April 2020 · 9 yrs 1 mo
Securities America, INC.Broker
February 2011 - April 2020 · 9 yrs 2 mos
Wfg Advisors, LP
January 2005 - February 2011 · 6 yrs 1 mo
Wfg Investments, INC.Broker
January 2005 - February 2011 · 6 yrs 1 mo
Pro-Integrity Securities, INC.
April 2003 - December 2004 · 1 yr 8 mos
Pro-Integrity Securities, INC.Broker
March 1999 - December 2004 · 5 yrs 9 mos
Equity Services, INC.Broker
February 1998 - March 1999 · 1 yr 1 mo
State Registrations8 states
FLGAILNCSCTXUTVA
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.
Chris Fletcher - Financial Advisor | TrueAdvisor