Christopher Schwendimann
Christopher Schwendimann is a registered investment advisor at LPL Financial LLC, based in Spartanburg, SC, 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
390 E Henry St Ste 101, Spartanburg, SC, 29302-2646
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher operates his LPL business through Palmetto Wealth Management, Inc. (since 2011) and Full Sail Advisors (since March 2024). He also serves as an officer in the South Carolina National Guard, dedicating minimal time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Linsco/private Ledger CORP.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
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