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Christopher Holliday

8 Years of Experience
Salem, MO
Broker

Christopher Holliday is a registered investment advisor at LPL Financial LLC, based in Salem, MO, with 8 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

1201 W Scenic Rivers Blvd., Salem, MO, 65560

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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 works full-time as a Branch Manager at Riverways Federal Credit Union since 2019 and spends minimal time on notary duties. He also operates Riverways Financial Services as a DBA for his LPL business and owns C&A Holliday Investments, a real estate rental business.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2019 - Present · 7 yrs 3 mos
LPL Financial LLC
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Ameritas Investment CORP
September 2017 - July 2018 · 10 mos
Ameritas Investment CORP.Broker
November 2016 - July 2018 · 1 yr 8 mos
State Registrations1 state
MO
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 Holliday - Financial Advisor | TrueAdvisor