William Christie
William Christie is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Melville, NY, with 56 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
2 Greenway Plaza, 145 Pinelawn Rd, St 340 South, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 1986Other Business ActivitiesSells Insurance
William is involved with William J. Christie Associates, Inc. as an insurance business, spending a few hours per week. He also serves as a non-profit board member and is involved with William J. & Maryann M. Christie Family Foundation, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Advantage Capital CorporationBroker
Keogler, Morgan & Company, INC.Broker
Investment Management & Research, INCBroker
Cardell & Associates, IncorporatedBroker
Travelers Equities Sales, INC.Broker
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.