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Christopher Frey

LPL Financial LLC
19 Years of Experience
Langhorne, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Christopher Frey is a registered investment advisor at LPL Financial LLC, based in Langhorne, PA, with 19 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 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

402 Middletown Blvd Ste 204, Langhorne, PA, 19047

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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.
Criminal
June 2003
Final Disposition
View Full SEC ReportHow to Read Disclosures
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 · 5 yrs 3 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 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.
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