Christopher Brian Mankoff
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
Are you Christopher Brian Mankoff? Claim your profile
Contact this firm
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, LLCSep 2020 to now
- Jimmy LeeMay 2019 to Sep 2020
- Various Insurance Carriers for W&r Insurance AgenciesMay 2019 to Sep 2020
- Waddell & Reed, Inc.May 2019 to Sep 2020
- JPMorgan Chase Bank, N.AJan 2018 to May 2019
- JP Morgan Securities, LLCMay 2016 to May 2019
- JPMorgan Securities LLCMay 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
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
- 5708678
- Firm CRD
- 6413