Christopher Fleegle
Christopher Fleegle is a registered investment advisor at Osaic Institutions, INC., based in Johnstown, PA, with 20 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B 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% |
Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.
Fee Estimator
Location
1001 Scalp Ave, Johnstown, PA, 15904
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Other Business ActivitiesSells Insurance
Christopher operates under the DBA Northwest Investment Services for his LPL business, dedicating full-time hours. He is also an agent for non-variable insurance, spending a few hours per week, and coaches girls' basketball at Altoona Area High School for about 10-20% of his time.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cetera Investment Services LLCBroker
LPL Financial LLCBroker
Primevest Financial Services, INC.Broker
Pruco Securities, LLC.Broker
State Registrations1 state
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
More Advisors
- John Paros, ChFCMML Investors Services, LLC
- Joseph Goodwin, CFPEagle Strategies LLC
- Gunnar Laasanen, CFPCetera Investment Advisers LLC
- Dennis Brawley, CFPBoldin Advisors
- Don Hall, ChFCCetera Investment Advisers LLC
- Ethan Stewart, CFPCetera Investment Advisers LLC