Christopher Zellman is a CFP-designated registered investment advisor at LPL Financial LLC, based in West Chester, PA, with 24 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
West Chester, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is a CPA providing tax preparation and accounting services since 1997, dedicating a few hours per week. He also operates Zellman Financial as a DBA for his LPL business, spending about 10-20% of his time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Tfs Advisory Services
Tfs Securities, INC.Broker
State Registrations11 states
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