Christin Shifflett is a registered investment advisor at LPL Financial LLC, based in Marriottsville, MD, with 5 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
2205 Warwick Way Suite 300, Marriottsville, MD, 21104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christin operates Wynn Point Financial LLC and Adair & Associates as DBAs for her LPL business. She also owns and operates multiple children's fitness centers and a real estate rental property, dedicating about half her time to My Gym Crofton and minimal time to the rental property.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lord Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
State Registrations2 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.