Christopher
Claude

Lpl Financial LLC

CRD#7143038
Investment Advisor
in Altamonte Springs, FL

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About this Advisor

Christopher Claude is a financial advisor working in Altamonte Springs, Florida with a total of 1 year of industry experience. Claude works at Lpl Financial LLC. Throughout their career, Claude has worked at Student In High School, Walt Disney World, Competitor Gym, Academy Sports, University Of Central Florida, Integra Realty Resources, Financial Services Of Central Florida, Inc, Lpl Financial, LLC and Synergy Wealth Alliance. Claude maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Lpl Financial LLC is a financial advisory business that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 people on staff. It manages $368 billion in total assets between its 1,688,501 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets. Lpl Financial LLC offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fees billed by Lpl Financial LLC most likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

215 N Westmonte Drive
Altamonte Springs, FL 32714

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

FL Average: $646,059,043
Total Number of Employees

31,366

FL Average: 13
Total Number of Accounts

1,688,501

FL Average: 661
Average Account Size

$217,956

FL Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Christopher Claude Work History

Christopher has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Lpl Financial, LLC

2021 - Present (3 years)

Synergy Wealth Alliance

2019 - 2021 (2 years)

Financial Services Of Central Florida, Inc

2018 - 2019 (1 year)

Integra Realty Resources

2017 - 2018 (1 year)

Academy Sports

2015 - 2016 (1 year)

Competitor Gym

2014 - 2015 (1 year)

Walt Disney World

2014 - 2018 (4 years)

University Of Central Florida

2010 - 2014 (4 years)

Student In High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Claude to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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