Christopher Green is a registered investment advisor at LPL Financial LLC, based in Roseville, CA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
925 Highland Pointe Dr Ste 390, Roseville, CA, 95678
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher operates several DBAs for his LPL business, including Melton Financial Group, Thiesen Dueker, and Thiesen Dueker Modern Wealth Management, dedicating full-time hours to these activities. He also invests in real estate, buying and renovating homes, which takes about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisors LLCBroker
National Planning CorporationBroker
State Registrations21 states
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