Christopher Green
Investment adviser representative at LPL Financial LLC
8 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
8 years in the industry.
- LPL Financial LLCNov 2024 to now
- 4points ExpeditionsOct 2022 to now
- Geoffrey's MalibuOct 2022 to now
- Lincoln Financial AdvisorsMay 2024 to Nov 2024
- Empower Financial Services, IncDec 2023 to May 2024
- Crawfords SocialNov 2023 to Dec 2023
- Northwestern Mutual Investment Services LLCAug 2022 to Oct 2023
- Northwestern Mutual Life Insurance CompanyAug 2022 to Oct 2023
- UnemployedApr 2022 to Aug 2022
- On Site MedicalDec 2021 to Apr 2022
- Geoffreys MalibuMar 2018 to Nov 2021
- UnemployedSep 2017 to Mar 2018
- BriarpatchApr 2017 to Sep 2017
- UnemployedJul 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7602596
- Firm CRD
- 6413