Christopher Stewart is a registered investment advisor at LPL Financial LLC, based in San Antonio, TX, with 2 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
300 Convent St Ste 2100, San Antonio, TX, 78205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher works as a Private Banking Associate at Amegy Bank N.A., dedicating full-time hours to this role. He also serves as a non-profit board member for Trinity University San Antonio Alumni board and works as a delivery driver for Door Dash, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Services LLCBroker
State Registrations1 state
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