CZ
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Christopher Zuaro

11 Years of Experience
Lancaster, CA
May Earn CommissionSells Insurance

Christopher Zuaro is a registered investment advisor at LPL Financial LLC, based in Lancaster, CA, 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

42306 10th Street West Suite A, Lancaster, CA, 93534

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher is involved with Kelly Financial Group, selling non-variable insurance, dedicating minimal time. He also uses Kelly Financial Group as a DBA for his LPL business, spending about a quarter of his time on this investment-related activity.

Employment History
Current Registrations
LPL Financial LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Scf Investment Advisors, INC.
December 2021 - December 2024 · 3 yrs
Scf Securities, INC.Broker
December 2021 - November 2023 · 1 yr 11 mos
First Command Advisory Services
November 2019 - December 2021 · 2 yrs 1 mo
First Command Brokerage Services, INC.Broker
September 2019 - December 2021 · 2 yrs 3 mos
Allstate Financial Services, LLCBroker
May 2016 - September 2019 · 3 yrs 4 mos
Nylife Securities LLCBroker
November 2014 - March 2016 · 1 yr 4 mos
State Registrations2 states
CATX
Advisor

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 Zuaro - Financial Advisor | TrueAdvisor