Christopher Panagiotu
Christopher Panagiotu is a CFP-designated registered investment advisor at LPL Financial LLC, based in University Place, WA, 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
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
3929 Bridgeport Way W Ste 301, University Place, WA, 98466
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher works for Lucia Capital Group and CAPitalize Your Finances, LLC, both DBAs for his LPL business, dedicating full-time hours to each. He is also an independent insurance agent with Westland Financial Services, selling non-variable insurance and spending a few hours per week on this activity, and is writing a book, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lucia Securities, LLCBroker
Lucia Capital Group
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.Broker
State Registrations14 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.