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Christopher Kasecamp

14 Years of Experience
Berkeley Springs, WV
Broker

Christopher Kasecamp is a registered investment advisor at LPL Financial LLC, based in Berkeley Springs, WV, 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

101 South Washington St, Berkeley Springs, WV, 25411

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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 under CNB Investment & Planning Services and CNB Wealth Advisors as DBAs for his LPL business, dedicating a significant amount of time to these activities. He also serves as President of Trust & Investment Services at CNB Bank, spending about 10-20% of his time on this role.

Employment History
Current Registrations
LPL Financial LLC
March 2020 - Present · 6 yrs 2 mos
LPL Financial LLCBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
CBIZ Investment Advisory Services, LLC
October 2017 - February 2020 · 2 yrs 4 mos
CBIZ Financial Solutions, INC.Broker
June 2012 - February 2020 · 7 yrs 8 mos
CBIZ Retirement Plan Advisory Services
June 2011 - February 2020 · 8 yrs 8 mos
State Registrations17 states
AZDEFLGAILKYMAMDNCNJNYOHPASCTXVAWV
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.
Christopher Kasecamp - Financial Advisor | TrueAdvisor