Christie Hughes
Christie Hughes is a registered investment advisor at LPL Financial LLC, based in Edmond, OK, with 9 years of industry experience. Christie 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
2901 S Bryant Ave, Edmond, OK, 73013-6167
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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
Christie is an independent agent selling non-variable insurance, dedicating a few hours per week to this activity. She also works nearly full-time as an IAR for Forge Financial and Forge Financial Services, LLC, providing investment advisory services.
Employment History
Current Registrations
LPL Financial LLC
Forge Financial
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations24 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.
Exams
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