Chris Charles Acuna
Investment adviser representative at LPL Financial LLC
23 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
23 years in the industry.
- LPL Financial LLCOct 2023 to now
- Creative Concepts MarketingNov 2011 to now
- Acuna Enterprises IncMar 2003 to now
- Colorado Realty ProsNov 2017 to Jun 2021
- Colonial LifeNov 2017 to Jan 2020
- Roper InsuranceNov 2017 to Jan 2020
- Transamerica Financial Advisors, IncJan 2012 to Oct 2023
- World Financial Group, Inc.Feb 2011 to Oct 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 5903157
- Firm CRD
- 6413