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Christopher Lakian

21 Years of Experience
Mt. Pleasant, SC
1 DisclosureSells Insurance

Christopher Lakian is a registered investment advisor at Oneseven, based in Mt. Pleasant, SC, with 21 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
5,456 clients
Average Client Portfolio
$889K average
Assets Under Management
$4.8B

Fee Structure

OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.

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Location

3003 Dunes West Blvd, Suite 29, Mt. Pleasant, SC, 29466

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History

Regulatory History (1)
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Customer Dispute
March 2008
Settled
Other Business ActivitiesSells Insurance

Christopher is the owner of Lakian Capital since 2011, and spends minimal time on it. He is also the owner of Magnetic North Financial, an insurance agency, since April 2025, and spends minimal time on it.

Employment History
Current Registrations
Oneseven
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
March 2010 - May 2024 · 14 yrs 2 mos
Raymond James Financial Services, INC.Broker
February 2010 - May 2024 · 14 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2008 - March 2010 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2008 - March 2010 · 1 yr 3 mos
UBS Financial Services INC.
April 2008 - December 2008 · 8 mos
UBS Financial Services INC.Broker
October 2006 - December 2008 · 2 yrs 2 mos
Wachovia Securities, LLCBroker
February 2005 - October 2006 · 1 yr 8 mos
Laidlaw & Company (UK) LTD.Broker
August 2004 - December 2004 · 4 mos
Sands Brothers & CO., LTD.Broker
May 2004 - August 2004 · 3 mos
First Investors CorporationBroker
September 2003 - November 2003 · 2 mos
State Registrations1 state
SC
Advisor

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.