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Christopher Talbert

LPL Financial LLC
22 Years of Experience
Alexandria, VA
Broker
View SEC Summary
View SEC Summary

Christopher Talbert is a CFP-designated registered investment advisor at LPL Financial LLC, based in Alexandria, VA, with 22 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

118 S. Fairfax Street, Suite 1, Alexandria, VA, 22314

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher operates under the DBA Burke & Herbert Wealth Management for his LPL business. He also acts as a trustee or co-trustee for several family trusts, spending minimal time on these fiduciary roles.

Employment History
Current Registrations
LPL Financial LLC
June 2012 - Present · 14 yrs 4 mos
LPL Financial LLC
June 2012 - Present · 14 yrs 4 mos
LPL Financial LLCBroker
June 2012 - Present · 14 yrs 4 mos
Previous Registrations
Capital One Financial Advisors LLC
April 2010 - June 2012 · 2 yrs 2 mos
Capital One Investment Services LLCBroker
April 2010 - June 2012 · 2 yrs 2 mos
Chevy Chase Financial Services
October 2004 - May 2010 · 5 yrs 7 mos
Chevy Chase Financial ServicesBroker
August 2004 - May 2010 · 5 yrs 9 mos
State Registrations17 states
CACOCTDCDEFLLAMDNCNJNYPARISCTXVAWA
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.
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