Christopher Marshall
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered 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 LLCApr 2024 to now
- Marshall Mortgage LLCDec 2021 to Feb 2023
- Grove Point Advisors, LLCApr 2021 to Apr 2024
- Grove Point Investments, LLCMay 2020 to Apr 2024
- Securities America AdvisorsOct 2019 to May 2020
- Securities America, Inc.Oct 2019 to May 2020
- Thomas Tax and Financial ServicesJul 2018 to May 2020
- Hd Vest Advisory ServicesJul 2018 to Oct 2019
- Hd Vest Insurance Agency LLCJul 2018 to Oct 2019
- Hd Vest Investment ServicesJul 2018 to Oct 2019
- Alterity Financial Group, LLC (formerly Maine Asset Management)Feb 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (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
- 5610215
- Firm CRD
- 6413