Christopher
Davidson

Lpl Financial LLC

CRD#5274138
Investment Advisor
in Tampa, FL

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About this Advisor

Christopher Davidson is a financial advisor based in Tampa, Florida, working with Lpl Financial LLC. Christopher has previously held positions at Ameriprise Financial Services, Inc, Lpl Financial, LLC, Flaharty Asset Management, LLC, and Iht Wealth Management LLC. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Christopher is part of Lpl Financial LLC, which operates out of Tampa, Florida. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

3410 Henderson Blvd Ste 200
Tampa, FL 33609

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

FL Average: 13
Total Number of Accounts

1,910,545

FL Average: 661
Average Account Size

$242,588

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 Davidson Work History

2019 - Present (6 years)

Iht Wealth Management LLC

2017 - Present (8 years)

Lpl Financial, LLC

2017 - 2019 (2 years)

Flaharty Asset Management, LLC

2007 - 2017 (10 years)

Ameriprise Financial Services, Inc

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Disclosures

Please visit the SEC profile of Christopher Davidson 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
Stacey Pittman
Tampa, FL
Susan Cromwell
Knoxville, TN
John Hilderbrandt
Chandler, AZ
Kurt Chen
Brea, CA
Kelly La Voie
Canandaigua, NY
Jennifer Detweiler
Dublin, PA
Douglas Kuntz
Great Falls, MT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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