Christian Covey
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial, LLCJan 2022 to now
- Commonwealth Financial NetworkJun 2019 to Jan 2022
- Merrill Financial AssociatesJun 2019 to Jan 2022
- Corient Capital PartnersJun 2018 to Aug 2018
- Merrill Financial AssociatesNov 2016 to Jan 2018
- Utah EmpireAug 2016 to Nov 2016
- Brigham Young UniversityAug 2014 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 6729653
- Firm CRD
- 6413