Unclaimed
Christopher Hager is a financial advisor with LPL Financial LLC and has been in the industry since April 18, 2000. Christopher is registered in 17 states and has been with LPL Financial LLC since May 18, 2022. Previously, Christopher worked at CUNA Brokerage Services, Inc., Charles Schwab & Co., Inc., TD Ameritrade, Inc., Allstate Financial Services, LLC, NYLIFE Securities Inc., and Dean Witter Reynolds Inc. Christopher holds a Series 63, Series 65, Series 7, Series 9, Series 10, and SIE license. Christopher provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Christopher is also an active insurance agent for AFLAC and Austin Telco Retirement and Investment Services.
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.
1
2
TX
05/18/2022 - Present
LPL Financial LLC (AUSTIN TX)
TX
03/16/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Austin TX)
TX
07/09/2014 - 09/21/2018
CHARLES SCHWAB & CO., INC. (Austin TX)
TX
03/07/2008 - 04/02/2014
TD AMERITRADE, INC. (AUSTIN TX)
TX
12/01/2004 - 03/11/2008
ALLSTATE FINANCIAL SERVICES, LLC (AUSTIN TX)
NY
12/03/2002 - 12/09/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
TX
09/07/1999 - 10/29/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
03/06/2001 - 05/03/2001
CYBERTRADER, INC. (AUSTIN TX)
NY
08/29/1997 - 11/18/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/16/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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