Victoria Christensen is a registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, with 12 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
660 Cascade W. Pkwy SE, #100, Grand Rapids, MI, 49546
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Victoria operates under the DBA First Mutual Investment Management. She is also a Notary Public, dedicating minimal time, and has outside W-2 employment with VanNoord Tax and Accounting, spending about 10-20% of her time there.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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