Christina Schwind
Christina Schwind is a CFP-designated registered investment advisor at LPL Financial LLC, based in Vancouver, WA, with 14 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
7017 NE Vancouver Mall Dr, Vancouver, WA, 98661
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Regulatory History (1)
Criminal
March 2000Other 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
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Cetera Advisor Networks LLCBroker
State Registrations9 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.