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Christopher Tostenson

18 Years of Experience
Grand Forks, ND
BrokerSells Insurance

Christopher Tostenson is a registered investment advisor at LPL Financial LLC, based in Grand Forks, ND, 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

501 Demers Ave, Grand Forks, ND, 58201

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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 ActivitiesSells Insurance

Christopher is an agent for The Sunderland Group selling non-variable insurance since 2016, dedicating about 10-20% of his time. He also operates under Gate City Investment Services as a DBA for his LPL business, and works with Gate City Insurance Agency, LLC selling non-variable insurance, dedicating about 10-20% of his time.

Employment History
Current Registrations
LPL Financial LLC
December 2015 - Present · 10 yrs 5 mos
LPL Financial LLC
December 2015 - Present · 10 yrs 5 mos
LPL Financial LLCBroker
December 2015 - Present · 10 yrs 5 mos
Previous Registrations
Money Concepts Advisory Service
April 2013 - December 2015 · 2 yrs 8 mos
Money Concepts Capital CORPBroker
April 2013 - December 2015 · 2 yrs 8 mos
Fintegra Financial Solutions
May 2012 - January 2013 · 8 mos
Fintegra, LLCBroker
December 2010 - January 2013 · 2 yrs 1 mo
Investment Centers of America, INC.Broker
November 2007 - December 2010 · 3 yrs 1 mo
State Registrations15 states
AZCACOGAIALAMNMONDNVOHSDTXVAWI
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.