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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Chapman is a financial advisor with LPL Financial LLC. Christian is licensed to provide financial advice in California and Texas. Christian Chapman has been a financial advisor for over 4 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Christian Chapman specializes in financial planning, portfolio management, and investment advisory services. Christian Chapman has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Christian has previously worked with Anchor Bay Securities, LLC. Christian Chapman is committed to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
10/16/2024 - Present
LPL Financial LLC (LAKEPORT CA)
CA
01/09/2020 - 10/06/2020
ANCHOR BAY SECURITIES, LLC (CARLSBAD CA)
BC
Issued 01/30/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/09/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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