CS
CFP
CS
CFP

Christina Shockley

13 Years of Experience
St. Louis, MO
1 DisclosureBroker

Christina Shockley is a CFP-designated registered investment advisor at LPL Financial LLC, based in St. Louis, MO, with 13 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

1401 S Brentwood Blvd Ste 400, St. Louis, MO, 63144

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History

Regulatory History (1)
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Criminal
December 2009
Final Disposition
Other Business Activities

Christina is involved with several entities: Gatewood Wealth Solutions LLC (DBA for LPL business), Gatewood Wealth Holdings (business owner), and Gatewood Management Company (for tax/investment purposes). She also serves as a for-profit board member for Gatewood Wealth Solutions, spending a few hours per week on these activities.

Employment History
Current Registrations
LPL Financial LLC
November 2019 - Present · 6 yrs 8 mos
LPL Financial LLC
November 2019 - Present · 6 yrs 8 mos
LPL Financial LLCBroker
November 2019 - Present · 6 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
December 2012 - November 2019 · 6 yrs 11 mos
State Registrations35 states
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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.
Christina Shockley - Financial Advisor | TrueAdvisor