CW
CFP
CW
CFP

Christopher White

11 Years of Experience
Fresno, CA
Broker

Christopher White is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fresno, 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

Fresno, CA

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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 Activities

Christopher operates Hammer Wealth Group as a DBA for his LPL business, dedicating about half of his time. He also has Fireside Finance, LLC, a business entity for tax and investment purposes, which also takes about half of his time.

Employment History
Current Registrations
LPL Financial LLC
September 2024 - Present · 1 yr 10 mos
LPL Financial LLCBroker
September 2024 - Present · 1 yr 10 mos
Previous Registrations
Scf Securities, INC.Broker
January 2024 - September 2024 · 8 mos
Scf Investment Advisors, INC.
January 2024 - September 2024 · 8 mos
Scf Investment Advisors, INC.
November 2015 - August 2023 · 7 yrs 9 mos
Scf Securities, INC.Broker
August 2014 - August 2023 · 9 yrs
State Registrations9 states
CAFLNJNYSCTNTXVAWA
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.