CO
ChFC
CO
ChFC

Christopher Oxenham

18 Years of Experience
Glenlg, MD
BrokerSells Insurance

Christopher Oxenham is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Glenlg, MD, with 18 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3881 10 Oaks Rd Ste 2E, Glenlg, MD, 21737

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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 ActivitiesSells Insurance

Christopher sells non-variable insurance since 2008, dedicating about 10-20% of his time. He also provides investment advisory services through Verus Capital Partners, LLC, spending nearly full-time on this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2020 - Present · 6 yrs
Verus Capital Partners, LLC
November 2011 - Present · 14 yrs 11 mos
Previous Registrations
Verus Capital Partners, LLC
November 2011 - December 2014 · 3 yrs 1 mo
Securities America, INC.Broker
November 2011 - October 2020 · 8 yrs 11 mos
MML Investors Services, LLC
January 2008 - November 2011 · 3 yrs 10 mos
MML Investors Services, LLCBroker
August 2007 - November 2011 · 4 yrs 3 mos
State Registrations9 states
AZDCDEFLMDPATNTXVA
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 Oxenham - Financial Advisor | TrueAdvisor