Kristopher Field is a registered investment advisor at LPL Financial LLC, based in Allen, TX, 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
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
Allen, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristopher is the president of Field Wealth Management Inc., an S-Corp created for tax purposes, dedicating minimal time to it. He also owns Kadens Collectibles LLC, a sports memorabilia company, spending a few hours per week on it outside of business hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Momentum Independent Network INC.
Momentum Independent Network INC.Broker
Hilltop Securities INC.Broker
Hilltop Securities INC.
PNC Investments
PNC InvestmentsBroker
PNC Managed Account Solutions, INC.
Bbva Securities INC.Broker
Nobles & Richards, INC.Broker
Bradley Woods & CO. LTD.Broker
Glp Investment Services, LLCBroker
Jrl Capital Advisors LLC
Jrl Capital CorporationBroker
PrimexBroker
Vfg Advisors, INC.
Vfg Securities, INC.Broker
Western Financial Advisors
Wfp SecuritiesBroker
State Registrations4 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.