CC
CC

Christian Chapman

6 Years of Experience
Cardiff, CA
BrokerSells Insurance

Christian Chapman is a registered investment advisor at LPL Financial LLC, based in Cardiff, CA, with 6 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.

Loading...

Location

Cardiff, CA

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christian operates under the DBA JE Strong Financial Network for his LPL business since 2020 and works for Friday Night Lights Youth Flag Football League since 2019. He is also an assistant coach for Carlsbad Unified School District, dedicating about 10-20% of his time, and sells non-variable insurance through Lockton Affinity, spending a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
November 2020 - Present · 5 yrs 6 mos
LPL Financial LLCBroker
November 2020 - Present · 5 yrs 6 mos
LPL Financial LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Anchor Bay Securities, LLCBroker
January 2020 - October 2020 · 9 mos
Anchor Bay Capital, INC.
December 2019 - October 2020 · 10 mos
State Registrations30 states
ALARAZCACOFLIDILINKSKYLAMAMDMEMOMTNCNMNVOHORSDTNTXUTVAWAWVWY
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.