CB
CFP
CB
CFP

Christian Barnett

18 Years of Experience
Saint Johns, FL
1 DisclosureBroker

Christian Barnett is a CFP-designated registered investment advisor at LPL Financial LLC, based in Saint Johns, FL, with 18 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

1950 Cr 210 West, Saint Johns, FL, 32259

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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
August 2013
Settled
Other Business Activities

Christian operates under the DBA First Florida Investment Services for his LPL business. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 8 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 8 mos
Previous Registrations
Investment Centers of America, INC.
July 2017 - November 2017 · 4 mos
Investment Centers of America, INC.Broker
July 2017 - November 2017 · 4 mos
Cuso Financial Services, L.P.
November 2016 - July 2017 · 8 mos
Cuso Financial Services, L.P.Broker
October 2016 - July 2017 · 9 mos
Infinex Investments, INC.Broker
July 2016 - November 2016 · 4 mos
Infinex Investments, INC.
July 2016 - November 2016 · 4 mos
Essex National Securities, LLCBroker
September 2014 - July 2016 · 1 yr 10 mos
Essex National Securities, LLC
September 2014 - July 2016 · 1 yr 10 mos
Thrivent Investment Management INC.
September 2013 - October 2014 · 1 yr 1 mo
Thrivent Investment Management INC.Broker
September 2013 - October 2014 · 1 yr 1 mo
Usadvisors Wealth Management, LLC
May 2013 - September 2013 · 4 mos
Securities America, INC.Broker
April 2013 - September 2013 · 5 mos
CUNA Brokerage Services, INC.
March 2013 - April 2013 · 1 mo
CUNA Brokerage Services, INC.Broker
February 2013 - April 2013 · 2 mos
LPL Financial LLCBroker
March 2012 - February 2013 · 11 mos
LPL Financial LLC
March 2012 - February 2013 · 11 mos
CUNA Brokerage Services, INC.
June 2008 - April 2012 · 3 yrs 10 mos
CUNA Brokerage Services, INC.Broker
June 2008 - April 2012 · 3 yrs 10 mos
Edward Jones
September 2007 - March 2008 · 6 mos
Edward JonesBroker
July 2007 - March 2008 · 8 mos
State Registrations28 states
ALARAZCADEFLGAIAKSKYMAMDMIMNMOMSNCNVNYOHORSCTNTXVAVirgin IslandsWAWV
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.
Christian Barnett - Financial Advisor | TrueAdvisor