Christopher Westerman
Christopher Westerman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Virginia Beach, VA, with 19 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
277 Bendix Rd Ste 450, Virginia Beach, VA, 23452
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher operates The Opus Group of Virginia, LLC as a DBA for his LPL business. He also sells non-variable insurance products, including whole life, universal life, and term life insurance, since 2013, and officiates high school basketball games.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Campbell Wealth Management, INC.
LPL Financial LLCBroker
LPL Financial LLC
Investforless
Planco Financial Services, LLCBroker
State Registrations27 states
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