Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lecroy is a financial advisor with over 25 years of experience in the industry. He is currently registered with LPL Financial LLC in Clemson, South Carolina. Christopher has experience in various financial services, including portfolio management, financial planning, and investment advisory services. Christopher previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenville, South Carolina. Christopher holds the Series 7, 9, 10, 31, and 63 securities licenses as well as the Series 65 investment advisor license.
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
SC
04/18/2024 - Present
LPL Financial LLC (Clemson SC)
SC
12/22/1997 - 04/19/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENVILLE SC)
BC
Issued 04/03/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/18/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 12/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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