CB
CB

Christine Brouillette

10 Years of Experience
Spokane Valley, WA
Broker

Christine Brouillette is a registered investment advisor at LPL Financial LLC, based in Spokane Valley, WA, with 10 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

13224 E Mansfield Ave #115, Spokane Valley, WA, 99216

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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 Activities

Christine works as a sales assistant at Horizon CU, an investment-related role, taking about half of her time. She also operates Horizon Retirement & Investments as a DBA for her LPL business, dedicating full-time hours to it.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2022 - Present · 4 yrs
LPL Financial LLC
May 2022 - Present · 4 yrs
Previous Registrations
CUNA Brokerage Services, INC.
February 2018 - May 2022 · 4 yrs 3 mos
CUNA Brokerage Services, INC.Broker
May 2017 - May 2022 · 5 yrs
Securities America, INC.Broker
February 2006 - November 2007 · 1 yr 9 mos
Charles Schwab & CO., INC.Broker
January 2006 - February 2006 · 1 mo
State Registrations1 state
WA
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.
Christine Brouillette - Financial Advisor | TrueAdvisor