CD
CD

Christopher Dini

25 Years of Experience
Toccoa, GA
Broker

Christopher Dini is a registered investment advisor at LPL Financial LLC, based in Toccoa, GA, with 25 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

252 West Savannah Street, Toccoa, GA, 30577

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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

Christopher operates Dini Financial Services as a DBA for his LPL business since 2008. He also has Dini Enterprises Inc., a business entity for tax/investment purposes since 2005.

Employment History
Current Registrations
LPL Financial LLC
December 2022 - Present · 3 yrs 7 mos
LPL Financial LLCBroker
December 2022 - Present · 3 yrs 7 mos
LPL Financial LLC
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Avantax Advisory Services
December 2006 - December 2022 · 16 yrs
Avantax Investment Services, INC.Broker
August 2006 - December 2022 · 16 yrs 4 mos
VALIC Financial Advisors, INC.
March 2003 - August 2006 · 3 yrs 5 mos
VALIC Financial Advisors, INC.Broker
July 2000 - August 2006 · 6 yrs 1 mo
The Variable Annuity Marketing CompanyBroker
July 2000 - December 2001 · 1 yr 5 mos
State Registrations8 states
CACOFLGALANCSCVA
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.
Christopher Dini - Financial Advisor | TrueAdvisor