CW
CW

Christine Walker

17 Years of Experience
Downers Grove, IL
Broker

Christine Walker is a registered investment advisor at LPL Financial LLC, based in Downers Grove, IL, with 17 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

2655 Warrenville Rd Ste 175, Downers Grove, IL, 60515

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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 Activities

Christine operates under the DBAs PWA - Professional Wealth Advisors, LLC and Partnerland LLC for her LPL business. She also works as a notary, dedicating minimal time to this non-investment related activity.

Employment History
Current Registrations
LPL Financial LLC
November 2020 - Present · 5 yrs 10 mos
LPL Financial LLCBroker
November 2020 - Present · 5 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - November 2020 · 8 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - November 2020 · 8 yrs 1 mo
Chase Investment Services CORP.
October 2010 - October 2012 · 2 yrs
Chase Investment Services CORP.Broker
August 2010 - October 2012 · 2 yrs 2 mos
Chase Investment Services CORP.Broker
May 2008 - October 2009 · 1 yr 5 mos
State Registrations1 state
IL
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.
Christine Walker - Financial Advisor | TrueAdvisor