CF
CF

Christopher Frey

19 Years of Experience
Langhorne, PA
1 DisclosureBrokerSells Insurance

Christopher Frey is a registered investment advisor at LPL Financial LLC, based in Langhorne, PA, 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.

Loading...

Location

402 Middletown Blvd Ste 204, Langhorne, PA, 19047

Get directions

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.
Criminal
June 2003
Final Disposition
Other Business ActivitiesSells Insurance

Christopher sells non-variable insurance since 2021. He is also a co-owner of Frey & Frey Properties LLC, a real estate rental business, and Frey & Frey LLC, both started in 2021, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Waddell & Reed
April 2014 - July 2021 · 7 yrs 3 mos
Waddell & ReedBroker
August 2007 - July 2021 · 13 yrs 11 mos
MML Investors Services, INC.Broker
December 2006 - August 2007 · 8 mos
State Registrations19 states
AZCADEFLILMAMDMNNCNJNVNYOHPASCTXVAWAWI
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 Frey - Financial Advisor | TrueAdvisor