CB
CB

Christine Boykin

9 Years of Experience
St Louis, MO
Broker

Christine Boykin is a registered investment advisor at LPL Enterprise, LLC, based in St Louis, MO, with 9 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3039 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).

Loading...

Location

St Louis, MO

Get directions

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.

Learn about disclosures →
Other Business Activities

Christine owns and manages several businesses: Frenchtown Audio (selling and repairing audio equipment), Frenchtown Properties StL LLC (real estate rental), and Frenchtown Records LLC (selling vintage records and antiques). These activities involve bookkeeping, taxes, and restoration work, taking a few hours per week for each business.

Employment History
Current Registrations
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 6 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 6 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Prudential Financial Planning Services
April 2020 - November 2024 · 4 yrs 7 mos
Pruco Securities, LLC.Broker
April 2020 - November 2024 · 4 yrs 7 mos
Cetera Investment Services LLCBroker
June 2019 - March 2020 · 9 mos
Cetera Investment Advisers LLC
June 2019 - March 2020 · 9 mos
Foresters Advisory Services, LLC
July 2016 - June 2019 · 2 yrs 11 mos
Foresters Financial Services, INC.Broker
July 2016 - June 2019 · 2 yrs 11 mos
MML Investors Services, LLCBroker
April 2016 - July 2016 · 3 mos
State Registrations2 states
ILMO
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.