Christopher Pagan is a registered investment advisor at LPL Financial LLC, based in Colorado Springs, CO, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
4720 Flintridge Drive, Colorado Springs, CO, 80918
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher works as a contractor for DoorDash, Turo, and Uber. These activities involve food delivery, vehicle rentals, and transportation services, taking about 10-20% of his time for DoorDash, a few hours per week for Turo, and about 10-20% of his time for Uber.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
State Registrations1 state
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.