Christopher Greene
Christopher Greene is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cleveland, GA, with 21 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
603 Helen Hwy Unit B, Cleveland, GA, 30528-1052
Get directionsHistory
Regulatory History (1)
Criminal
August 1997Other Business Activities
Christopher is involved with Lake Sybelia Properties LLC, a family LLC managing a property in Florida, dedicating minimal time. He also engages in eBay sales from home, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 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.