Christopher Woo is a registered investment advisor at LPL Financial LLC, based in Los Alamitos, CA, 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
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
5152 Katella Ave Ste 206, Los Alamitos, CA, 90720-2847
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is the president of a computer repair service company, ICON Tech, dedicating about 10-20% of his time. He also owns a rental property, manages his brother's residence, and has DBAs for his LPL business, spending about a quarter of his time on those activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations15 states
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