Christopher
Davison
Lpl Financial LLC
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About this Advisor
Christopher Davison is a financial advisor based in Latham, New York with a total of 4 years of industry experience. Davison is an advisor for Lpl Financial LLC. Their career trajectory has included roles at State University Of New York At Canton, Clarkson University, Lpl Financial LLC and Edwards - Knox Central School. Davison maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey and New York. Lpl Financial LLC is a financial advisory company based out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 advisors. It handles $368 billion in assets among its 1,688,501 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Lpl Financial LLC offers a broad set of services, including 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. Fees for financial advice largely depend on which services the firm provides the client. However, fees billed by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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 Davison Work History
Christopher has been registered as a financial advisor for 4 years.*
Lpl Financial LLC
Clarkson University
State University Of New York At Canton
Edwards - Knox Central 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 Davison 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
Fort Mill, SC
Springfield, IL
Hanover, PA
Fort Madison, IA
Bellevue, WA
Pittsburgh, PA
North Reading, MA
Crystal Lake, IL
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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