Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Allen Egli is a financial advisor at LPL Financial LLC with over 22 years of experience in the financial industry. Christopher has been registered with the Securities and Exchange Commission (SEC) since 2005. Christopher is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and holds the Series 6, 7, 63 and 65 licenses as well as the SIE exam. Christopher is also a Registered Investment Advisor (RIA) in Ohio. Christopher previously worked for Money Concepts Capital Corp, CCO Investment Services Corp., National Planning Corporation and The Huntington Investment Company.
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
OH
07/01/2021 - Present
LPL Financial LLC (Maumee OH)
OH
11/29/2012 - 07/01/2021
MONEY CONCEPTS CAPITAL CORP (DEFIANCE OH)
OH
02/12/2007 - 11/20/2012
CCO INVESTMENT SERVICES CORP. (MAUMEE OH)
PA
11/21/2005 - 02/07/2007
NATIONAL PLANNING CORPORATION (MONROEVILLE PA)
OH
08/20/1999 - 11/09/2005
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IA
Issued 08/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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