Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lepine is an investment advisor representative with LPL Financial LLC. Christopher has been in the industry since 2020. Christopher has 17 state licenses and 2 Investment Advisor licenses. Christopher has experience in a wide range of financial products and services. Christopher specializes in providing investment advice to individuals, corporations, and other businesses. Christopher offers a range of services, including financial planning, investment management, and retirement planning. Christopher's goal is to help clients achieve their financial goals by providing them with personalized advice and guidance. Christopher is committed to providing clients with a high level of service and integrity.
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
RI
05/01/2024 - Present
LPL Financial LLC (LINCOLN RI)
RI
05/11/2022 - 05/01/2024
SECURITIES AMERICA, INC. (LINCOLN RI)
BOTH
Issued 08/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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