CA
CA

Christopher Allred

18 Years of Experience
Omaha, NE
1 DisclosureBroker

Christopher Allred is a registered investment advisor at LPL Financial LLC, based in Omaha, NE, with 18 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

9869 S 168th Ave, Suite 1B, Omaha, NE, 68136

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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.
Criminal
June 1997
Final Disposition
Other Business Activities

Christopher operates under two DBAs, JFC Financial Services and JFC Advisor Network, for his LPL business. These activities are investment-related.

Employment History
Current Registrations
LPL Financial LLC
January 2020 - Present · 6 yrs 6 mos
LPL Financial LLCBroker
January 2020 - Present · 6 yrs 6 mos
Previous Registrations
Securities America Advisors, INC.
June 2011 - January 2020 · 8 yrs 7 mos
Securities America, INC.Broker
May 2011 - January 2020 · 8 yrs 8 mos
Securities America Advisors, INC.
March 2008 - October 2010 · 2 yrs 7 mos
Securities America, INC.Broker
April 2007 - October 2010 · 3 yrs 6 mos
Ameritrade, INC.Broker
March 2003 - October 2003 · 7 mos
State Registrations1 state
NE
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 Allred - Financial Advisor | TrueAdvisor