Christine Tang
Christine Tang is a CFP-designated registered investment advisor at LPL Financial LLC, based in Houston, TX, with 21 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
3120 Southwest Fwy Ste 500, Houston, TX, 77098
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2014Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Christine operates under two DBAs: Modern Wealth Advisors and Christine Tang, both related to her LPL business. She also owns rental real estate, dedicating minimal time to this activity, and spends a few hours per week as an agent selling life and long-term care insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Ifs Advisory, LLC
Ifs SecuritiesBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations16 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.