CB
CB

Christopher Bright

14 Years of Experience
Columbus, OH
Broker

Christopher Bright is a registered investment advisor at LPL Financial LLC, based in Columbus, OH, 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
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

1445 Goodale Blvd, Columbus, OH, 43212

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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

Christopher operates Pathways Retirement & Investment Services as a DBA for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
May 2022 - Present · 4 yrs
LPL Financial LLCBroker
May 2022 - Present · 4 yrs
Previous Registrations
CUNA Brokerage Services, INC.
November 2018 - May 2022 · 3 yrs 6 mos
CUNA Brokerage Services, INC.Broker
November 2018 - May 2022 · 3 yrs 6 mos
Beacon Hill Investment Advisory, LLC
February 2018 - September 2018 · 7 mos
Alpha Financial Planning, INC.
March 2017 - March 2018 · 1 yr
Meeder Investment Management, INC.
February 2017 - March 2017 · 1 mo
Adviser Dealer Services, INC.Broker
July 2015 - March 2017 · 1 yr 8 mos
Fifth Third Securities, INC.
September 2012 - July 2015 · 2 yrs 10 mos
Fifth Third Securities, INC.Broker
September 2012 - July 2015 · 2 yrs 10 mos
New England Securities Corporation
August 2011 - June 2012 · 10 mos
New England SecuritiesBroker
March 2011 - June 2012 · 1 yr 3 mos
State Registrations20 states
AZCACODCFLGAINKYMDMIMSNCNVNYOHPASCTXVAVT
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.