Christopher Luke Weiss
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCJun 2024 to now
- Hanscom Federal Credit UnionDec 2023 to now
- Cuso Financial Services, LPJun 2022 to Dec 2023
- Workers Credit UnionJun 2022 to Dec 2023
- Citizens Bank, N.AFeb 2020 to Jun 2022
- Citizens Securities, IncFeb 2020 to Jun 2022
- Wellesley BankNov 2019 to Feb 2020
- Keenan FinancialOct 2018 to Nov 2019
- UnemployedApr 2018 to Sep 2018
- Scottrade, Inc.May 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (MA, ME).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2329152
- Firm CRD
- 6413