CB
CFP
CB
CFP

Christine Belair

19 Years of Experience
Danvers, MA
1 DisclosureBroker

Christine Belair is a CFP-designated registered investment advisor at LPL Financial LLC, based in Danvers, MA, 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
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

29 Andover St, Danvers, MA, 01923

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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
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
LPL Financial LLCBroker
May 2022 - Present · 4 yrs
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 Registrations13 states
AZCACTFLGAMAMENCNHNVSCVAVT
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.