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Christopher Michael Lepine

Investment adviser representative at LPL Financial LLC
17 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

17 years in the industry.

  1. LPL Financial LLCMay 2024 to now
  2. Securities America AdvisorsMay 2022 to Apr 2024
  3. Securities America, Inc.Jan 2020 to Apr 2024
  4. Mcadam FinancialMay 2019 to Dec 2020
  5. StudentAug 2009 to Aug 2019

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (RI, 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
7214730
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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