CM
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Christopher Maynard

8 Years of Experience
Bridgewater, MA
Broker

Christopher Maynard is a registered investment advisor at LPL Financial LLC, based in Bridgewater, MA, 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

75 Main St, Bridgewater, MA, 02324

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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 under two DBAs for his LPL business: Merrimack Valley Retirement & Investment Services since 2022, and BrightBridge Investment & Retirement Group starting in 2025. BrightBridge takes a full-time commitment, with 32 hours during trading hours.

Employment History
Current Registrations
LPL Financial LLC
September 2022 - Present · 3 yrs 8 mos
LPL Financial LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Citizens Securities, INC.Broker
November 2019 - August 2022 · 2 yrs 9 mos
Citizens Securities, INC.
November 2019 - August 2022 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2017 - March 2019 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2017 - March 2019 · 1 yr 10 mos
State Registrations5 states
FLMANHOKRI
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.