Unclaimed
Christopher Barstow is a financial advisor at LPL Financial LLC. Christopher has been in the financial industry since 2015. Christopher has a Series 7, Series 99 and Series 66. Christopher is registered in California. The advisor works with individuals, high-net-worth individuals, corporations or other businesses, investment clubs, and pension and profit-sharing plans. Christopher also works with charitable organizations.
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
12/22/2017 - Present
LPL Financial LLC (SAN DIEGO CA)
BOTH
Issued 12/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2015
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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