Christine Lapidus, financial advisor Beverly Hills CA
78 score

Christine Lapidus

CRD Number: 5930015
Current Firm: Park Avenue Securities LLC

Christine Lapidus (CRD# 5930015) is an Investment Advisor Representative working at Park Avenue Securities LLC in Beverly Hills, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securties LLC Beverly Hills, CA Jan 2016 - Current < 1
Guardian Life Insurance Company Beverly Hills, CA Jan 2016 - Current < 1
Park Avenue Securities LLC Fort Myers, FL Jun 2011 - Jan 2016 4
Guardian Life Insurance Company Fort Myers, FL Apr 2011 - Jan 2016 4
Learning Express Naples, FL Aug 1999 - Apr 2011 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Sep 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Christine Lapidus
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • MI
  • FL
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Christine Lapidus and other advisors.
BADGES
78

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