CC
CFP
CC
CFP

Christopher Crayton

11 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 11 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

949 Beaver Grade Rd, Moon Twp, PA, 15108

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
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 6 mos
LPL Financial LLC
November 2023 - Present · 2 yrs 6 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 Registrations5 states
AZFLPATXWV
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 Crayton - Financial Advisor | TrueAdvisor