Chris Eissinger is a CFP-designated registered investment advisor at LPL Financial LLC, based in Boulder, CO, 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
1270 Yellow Pine Ave., Boulder, CO, 80304
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Regulatory History
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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Chris operates under the DBA Castle Peak Wealth Management for his LPL business and owns a 1% stake in a real estate rental company, 9 Castle Road LLC. He also works as a notary public, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
U.S. Bancorp Investments, INC.Broker
State Registrations15 states
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