Christen Owen
Christen Owen is a registered investment advisor at LPL Financial LLC, based in Springfield, IL, with 6 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
430 E Vine St, Springfield, IL, 62703
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christen operates under the DBA Forsyth Financial Services for her LPL business since 2020 and is also involved with Forsyth Insurance Group, Inc. selling non-variable insurance, dedicating about 10-20% of her time. She also has outside employment with Arbonne International, LLC and Melaleuca, The Wellness Company.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
PFS Investments INC.Broker
State Registrations10 states
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