Chris Acuna
Chris Acuna is a registered investment advisor at LPL Financial LLC, based in Highlands Ranch, CO, 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
Highlands Ranch, CO
Get directionsHistory
Regulatory History (2)
Criminal
February 1998Criminal
January 1996Other Business ActivitiesSells Insurance
Chris is involved in several outside business activities, including real estate sales with Exp Realty, real estate rental through Acuna Enterprises Inc, and selling non-variable insurance. He also owns Creative Concept Innovations LLC and The Integrity Wealth Group, LLC; these activities each take minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations13 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.