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Christopher Fulton

27 Years of Experience
Marshfield, MA
BrokerSells Insurance

Christopher Fulton is a registered investment advisor at LPL Financial LLC, based in Marshfield, MA, with 27 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

1025 Plain Street #109, Marshfield, MA, 02050

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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 is an insurance broker, dedicating minimal time to non-variable insurance activities since 1998. He also operates Legacy Harbor Financial as a DBA for his LPL business, dedicating full-time hours during trading.

Employment History
Current Registrations
LPL Financial LLC
May 2023 - Present · 3 yrs
LPL Financial LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Royal Alliance Associates, INC.
November 2018 - May 2023 · 4 yrs 6 mos
Royal Alliance Associates, INC.Broker
November 2018 - May 2023 · 4 yrs 6 mos
Signator Investors, INC.
July 2009 - November 2018 · 9 yrs 4 mos
Signator Investors, INC.Broker
September 1998 - November 2018 · 20 yrs 2 mos
State Registrations8 states
CACTFLMAMDMENHOR
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.