Christopher Calagna is a registered investment advisor at LPL Financial LLC, based in Chino Hills, CA, with 16 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
Chino Hills, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher operates Calagna Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also participates in a deferred compensation plan with City National Bank.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
City National Securities, INC.
City National Securities, INC.Broker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
State Registrations5 states
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.