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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 Tice is a financial advisor with over 40 years of experience in the industry. Christian is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in a range of financial services including portfolio management for individuals and businesses. Christian is registered with LPL Financial LLC in California and Texas and has previously held registrations with Waddell & Reed. Christian provides financial planning services in addition to financial advice. Christian has experience working with clients in the following categories: individuals, high-net-worth individuals, businesses, investment clubs, charitable organizations, pension and profit-sharing plans, state or municipal government entities and sovereign wealth funds.
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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2
CA
10/04/2022 - Present
LPL Financial LLC (SAN JOSE CA)
NA
12/01/1978 - 07/25/1983
WADDELL & REED, INC.
IA
Issued 10/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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