CG
CFP
CG
CFP

Christopher Greene

20 Years of Experience
Cleveland, GA
1 DisclosureBroker

Christopher Greene is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cleveland, GA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

603 Helen Hwy Unit B, Cleveland, GA, 30528-1052

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 1997
Final Disposition
Other 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
March 2006 - Present · 20 yrs 2 mos
LPL Financial LLCBroker
August 2005 - Present · 20 yrs 9 mos
State Registrations3 states
FLGASC
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.
Christopher Greene - Financial Advisor | TrueAdvisor