CC
CFP
CC
CFP

Christopher Camburn

26 Years of Experience
Middletown, NJ
2 DisclosuresBroker

Christopher Camburn is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Middletown, NJ, with 26 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

107 Tindall Rd Ste 4, Middletown, NJ, 07748

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Settled
Customer Dispute
March 2008
Settled
Other Business Activities

Christopher operates under the DBAs 1406 Financial and AnnuityNest for his LPL business. He is also an IAR with Private Advisor Group LLC, providing financial planning, portfolio management, pension consulting, and educational services, dedicating about half of his time to these activities.

Employment History
Current Registrations
Private Advisor Group, LLC
September 2015 - Present · 10 yrs 8 mos
LPL Financial LLC
January 2010 - Present · 16 yrs 4 mos
LPL Financial LLCBroker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
July 2006 - January 2010 · 3 yrs 6 mos
Wells Fargo Advisors, LLCBroker
July 2006 - January 2010 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2000 - July 2006 · 6 yrs 6 mos
State Registrations8 states
FLMDNCNJNYORPATX
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.