Christopher
Moyer

Lpl Financial LLC

CRD#5970521
Investment Advisor
in Portland, OR
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About this Advisor

Christopher Moyer is a certified financial planner operating in Portland, Oregon, with a total of 12 years of financial industry experience. Moyer works at Lpl Financial LLC. Over the course of their career, they have held roles at C. Moyer, LLC, Christopher Moyer, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies and Lpl Financial, LLC. Moyer has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Oregon. Lpl Financial LLC is an advisory company headquartered in Portland, Oregon. The firm has offices in 8,011 locations and a total of 22,703 employees. It controls $153 billion in assets across its 680,466 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 899 charities and foundations. Of its 680,466 accounts, 23% are associated with high-net-worth clients who have more than $1 million in assets. Lpl Financial LLC offers a number 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. Fees for financial management typically vary depending on which services the firm provides the client. However, fees billed by Lpl Financial LLC likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

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

Disclosures

No

Office Location

Portland, OR

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

OR Average: $16,012,751,954
Total Number of Employees

22,790

OR Average: 118
Total Number of Accounts

786,525

OR Average: 4,567
Average Account Size

$202,281

OR Average: $3,506,186

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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 Moyer Work History

Christopher has 12 years of experience.

2018 - Present (1 year)

Lpl Financial, LLC

2011 - Present (8 years)

Christopher Moyer

2011 - 2018 (7 years)

Waddell & Reed, Inc

2011 - 2018 (7 years)

Various Insurance Carriers For W&R Insurance Agencies

2006 - 2009 (3 years)

C. Moyer, LLC

Disclosures

Christopher Moyer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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