Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Barthel is a financial advisor with over 25 years of experience in the industry. Christopher is registered with LPL Enterprise, LLC and provides financial planning, investment management, and other non-discretionary advisory services. Christopher is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
IN
11/14/2024 - Present
LPL Enterprise, LLC (PRINCETON IN)
IN
02/27/2015 - 08/17/2020
THURSTON SPRINGER FINANCIAL (INDIANAPOLIS IN)
IN
07/16/2010 - 02/27/2015
PRIVATE CLIENT SERVICES, LLC (PRINCETON IN)
IN
08/01/2008 - 07/19/2010
NATIONWIDE SECURITIES, LLC (PRINCETON IN)
IN
03/20/1998 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (PRINCETON IN)
NJ
08/30/1995 - 03/18/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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