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Christine Schiferl

25 Years of Experience
St Petersburg, FL
1 DisclosureBroker

Christine Schiferl is a registered investment advisor at LPL Financial LLC, based in St Petersburg, FL, 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

St Petersburg, FL

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History

Regulatory History (1)
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
May 2007
Settled
Other Business Activities

Christine spends about 10-20% of her time on Jaguar Property Management, a family business owned by her husband that provides landscaping and rental/property management services.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2002 - Present · 24 yrs
LPL Financial LLC
May 2002 - Present · 24 yrs
Previous Registrations
First Union Securities, INC.
September 2001 - June 2002 · 9 mos
First Union Securities, INC.Broker
March 2001 - June 2002 · 1 yr 3 mos
State Registrations10 states
AZCACOFLMIMTNVORTXWA
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 Schiferl - Financial Advisor | TrueAdvisor