Christopher Adajar
Christopher Adajar is a registered investment advisor at LPL Financial LLC, based in La Jolla, CA, 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
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
3366 N Torrey Pines Ct Ste 314, La Jolla, CA, 92037
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2009Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Christopher operates his LPL business through The Wealth Consulting Group and Forum Wealth Management, Inc., dedicating nearly full-time hours to the latter. He is also involved in real estate rental and works as an agent for non-variable insurance through Christopher Adajar and 3Mark Financial and Insurance Designers of America, spending minimal time on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wm Financial Services, INC.Broker
State Registrations13 states
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.