Christopher Davis
Christopher Davis is a registered investment advisor at LPL Financial LLC, based in Altoona, PA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
503 East Plank Road, Altoona, PA, 16602
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2017Financial
May 2017Other Business ActivitiesSells Insurance
Christopher is an agent for non-variable insurance products, including fixed life, fixed annuity, health, and medicare supplements, dedicating about 10-20% of his time. He also works full-time for Northwest Investment Services as a DBA for LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Services LLCBroker
LPL Financial LLCBroker
Invest Financial CorporationBroker
Pruco Securities, LLC.Broker
State Registrations5 states
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.