Christopher Hathaway
Christopher Hathaway is a registered investment advisor at LPL Financial LLC, based in Mckinney, TX, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
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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
119 W Virginia St. Ste 305, Mckinney, TX, 75069
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Customer Dispute
April 2021Other Business ActivitiesSells Insurance
Christopher operates Blue Fountain Wealth Management as a DBA for his LPL business, dedicating about half of his time. He also sells non-variable insurance and manages real estate rentals, spending a few hours per week and minimal time on these activities, respectively. Additionally, Christopher is a merchant services/ISO agent, spending a few hours per week on this activity.