Christina Irey is a registered investment advisor at LPL Financial LLC, based in Helena, MT, 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
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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
27 Neill Ave, Suite 205, Helena, MT, 59601
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Regulatory History (1)
Criminal
May 2000Other Business Activities
Christina operates her LPL business through The Investment Group LLC. This activity is investment-related and takes nearly all of Christina's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations18 states
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.