Christopher Claude (CRD# 7143038) is an Investment Advisor Representative working at Lpl Financial LLC in Altamonte Springs, FL and has 1 year of experience in the finance industry.
CRD# 6504539
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3138301
Morgan Stanley
CRD# 5174590
Tripletail Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Altamonte Springs, FL | Oct 2021 - Current | 2 |
| Synergy Wealth Alliance | Altamonte Springs, FL | Sep 2021 - Current | 2 |
| Financial Services Of Central Florida, Inc. | Orlando, FL | Jun 2019 - Sep 2021 | 2 |
| Integra Realty Resources | Orlando, FL | Apr 2018 - May 2019 | 1 |
| University Of Central Florida | Orlando, FL | May 2014 - Dec 2018 | 4 |
| Academy Sports | Orlando, FL | May 2017 - Jun 2018 | 1 |
| Competitor Gym | Orlando, FL | Aug 2015 - Dec 2016 | 1 |
| Walt Disney World | Orlando, FL | Jun 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- FL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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