Christian Rodak
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 LLCJun 2023 to now
- Sigma Financial CorporationFeb 2021 to Jun 2023
- UnemployedSep 2020 to Jan 2021
- Bbva Insurance Agency, Inc.Oct 2019 to Aug 2020
- Bbva Securities Inc.Oct 2019 to Aug 2020
- Bbva USAOct 2019 to Aug 2020
- UnemployedJul 2019 to Oct 2019
- Pacer FinancialJun 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6341649
- Firm CRD
- 6413