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Christine Belair

LPL Financial LLC
19 Years of Experience
Waltham, MA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Christine Belair is a CFP-designated registered investment advisor at LPL Financial LLC, based in Waltham, MA, with 19 years of industry experience. Christine 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.

LPL Financial LLC
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
—
View Full SEC Brochure

Location

600 Main Street, Waltham, MA, 02452-5581

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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.
Customer Dispute
November 2013
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christine operates BrightBridge Investment & Retirement Group as a DBA for her LPL business. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLC
May 2022 - Present · 4 yrs 5 mos
LPL Financial LLCBroker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
CUNA Brokerage Services, INC.
January 2018 - May 2022 · 4 yrs 4 mos
CUNA Brokerage Services, INC.Broker
January 2018 - May 2022 · 4 yrs 4 mos
LPL Financial LLC
May 2014 - January 2018 · 3 yrs 8 mos
LPL Financial LLCBroker
May 2014 - January 2018 · 3 yrs 8 mos
Cco Investment Services CORP.
December 2011 - May 2014 · 2 yrs 5 mos
Cco Investment Services CORP.Broker
November 2009 - May 2014 · 4 yrs 6 mos
LPL Financial CorporationBroker
May 2008 - November 2009 · 1 yr 6 mos
Ifmg Securities, INC.Broker
March 2007 - May 2008 · 1 yr 2 mos
Commonwealth Financial NetworkBroker
December 2006 - January 2007 · 1 mo
State Registrations14 states
AZCACTFLGAMAMENCNHNVNYSCVAVT
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.
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