CC
CFP
CC
CFP

Christopher Crayton

12 Years of Experience
Moon Twp, PA
1 DisclosureBrokerSells Insurance

Christopher Crayton is a CFP-designated registered investment advisor at LPL Financial LLC, based in Moon Twp, PA, with 12 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

949 Beaver Grade Rd, Moon Twp, PA, 15108

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History

Regulatory History (1)
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Employment Separation After Allegations
March 2022
Other Business ActivitiesSells Insurance

Christopher operates J Cubed Financial Advisory Group, Inc. as a DBA for his LPL business, dedicating full-time hours. He also receives non-variable insurance trails, spending minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2023 - Present · 2 yrs 11 mos
LPL Financial LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
December 2022 - December 2023 · 1 yr
Cambridge Investment Research, INC.Broker
December 2022 - December 2023 · 1 yr
Cantella & CO., INC.Broker
July 2022 - December 2022 · 5 mos
Cantella & CO., INC.
April 2022 - June 2023 · 1 yr 2 mos
Raymond James Financial Services Advisors, INC
March 2017 - April 2022 · 5 yrs 1 mo
Raymond James Financial Services, INC.Broker
March 2017 - April 2022 · 5 yrs 1 mo
Commonwealth Financial Network
August 2014 - March 2017 · 2 yrs 7 mos
Commonwealth Financial NetworkBroker
June 2014 - March 2017 · 2 yrs 9 mos
State Registrations8 states
AZFLGANVPATNTXWV
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.
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