CF
CF

Christopher Freehill

22 Years of Experience
Folsom, CA
2 DisclosuresBrokerSells Insurance

Christopher Freehill is a registered investment advisor at LPL Financial LLC, based in Folsom, CA, with 22 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.

Loading...

Location

604 Sutter Street, Suite 100, Folsom, CA, 95630

Get directions

History

Regulatory History (2)
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.
Customer Dispute
November 2019
Settled
Criminal
August 1994
Final Disposition
Other Business ActivitiesSells Insurance

Christopher is involved with CSF Wealth Management Inc. related to non-variable insurance, dedicating minimal time. He also operates a motocross racing team, Moto ID, spending a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
June 2010 - Present · 15 yrs 11 mos
LPL Financial LLCBroker
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
Edward Jones
December 2008 - June 2010 · 1 yr 6 mos
Edward JonesBroker
May 2005 - June 2010 · 5 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
January 2004 - May 2005 · 1 yr 4 mos
State Registrations16 states
ALCACOGAHIIDKSMINCNVOHORTNTXUTVA
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.