CQ
CQ

Christopher Quinley

20 Years of Experience
Irvine, CA
Broker

Christopher Quinley is a registered investment advisor at LPL Financial LLC, based in Irvine, CA, 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

7700 Irvine Center Dr Ste 540, Irvine, CA, 92618

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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 is associated with Liang & Quinley Wealth Management, Inc. as a DBA for LPL business, dedicating full-time hours. He is also a co-owner/president of Liang & Quinley Tax Management and a co-owner of Bruno Skorheim LLP, both involving tax preparation and accounting, taking about half of Christopher's time for each.

Employment History
Current Registrations
LPL Financial LLC
November 2011 - Present · 14 yrs 6 mos
LPL Financial LLCBroker
October 2011 - Present · 14 yrs 7 mos
LPL Financial LLC
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, INC.
July 2010 - November 2011 · 1 yr 4 mos
Ameriprise Financial Services, INC.
February 2006 - December 2009 · 3 yrs 10 mos
Ameriprise Financial Services, INC.Broker
November 2005 - November 2011 · 6 yrs
State Registrations16 states
AKAZCACOFLGAIDINNCNHNVNYORTNTXWA
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.