Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Marshall is a financial advisor at LPL Financial LLC in Bangor, Maine. Christopher has over 15 years of experience in the financial services industry. Christopher is registered to provide investment advice in several states including Maine, Florida, and Arizona. Christopher specializes in a variety of financial services including financial planning, portfolio management, insurance, and tax preparation. Christopher is committed to providing personalized financial advice to help 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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ME
04/22/2024 - Present
LPL Financial LLC (BANGOR ME)
ME
05/15/2020 - 04/23/2024
GROVE POINT INVESTMENTS, LLC (Bangor ME)
ME
10/31/2019 - 05/05/2020
SECURITIES AMERICA, INC. (BANGOR ME)
ME
10/05/2018 - 11/08/2019
AVANTAX INVESTMENT SERVICES, INC. (Bangor ME)
ME
12/12/2008 - 03/06/2015
EDWARD JONES (BANGOR ME)
BOTH
Issued 12/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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