CW
CW

Christopher Went

17 Years of Experience
Mount Laurel, NJ
Broker

Christopher Went is a registered investment advisor at LPL Financial LLC, based in Mount Laurel, NJ, with 17 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

305 Fellowship Rd., Ste 105, Mount Laurel, NJ, 08054

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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 Activities

Christopher operates his LPL business under several DBAs: Peak Wealth Partners (since 2021), Gladstone Wealth Partners (since 2021), and GPS Wealth Management (since 2024). He spends a few hours per week on Gladstone Wealth Partners and GPS Wealth Management.

Employment History
Current Registrations
LPL Financial LLC
October 2024 - Present · 1 yr 11 mos
LPL Financial LLCBroker
March 2021 - Present · 5 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
November 2010 - January 2019 · 8 yrs 2 mos
UBS Financial Services INC.Broker
November 2010 - January 2019 · 8 yrs 2 mos
Wells Fargo Advisors, LLC
September 2007 - October 2010 · 3 yrs 1 mo
Wells Fargo Advisors, LLCBroker
October 2006 - October 2010 · 4 yrs
State Registrations24 states
ALCACTDCDEFLGAMAMDMEMIMNMTNCNJNMNVNYPARISCTXVAWA
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 Went - Financial Advisor | TrueAdvisor