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CFP

Christina Schwind

LPL Financial LLC
15 Years of Experience
Vancouver, WA
1 DisclosureBroker
View SEC Summary
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Christina Schwind is a CFP-designated registered investment advisor at LPL Financial LLC, based in Vancouver, WA, with 15 years of industry experience. Christina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1313 Main Street, Vancouver, WA, 98660

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 2000
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christina works as a notary for iQ Credit Union since 2008, notarizing signatures on documents. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Cuso Financial Services, L.P.
April 2017 - May 2025 · 8 yrs 1 mo
Cuso Financial Services, L.P.Broker
March 2016 - May 2025 · 9 yrs 2 mos
Cetera Advisor Networks LLCBroker
August 2011 - March 2016 · 4 yrs 7 mos
State Registrations9 states
AZCAFLHIKSORTXUTWA
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.
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