Christopher Stoner, financial advisor Brattleboro VT

Christopher Stoner

CRD Number: 5473451
Current Firm: Lpl Financial LLC

Christopher Stoner (CRD# 5473451) is an Investment Advisor Representative working at Lpl Financial LLC in Brattleboro, VT and has over 15 years of experience in the finance industry. Christopher Stoner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Brattleboro, VT Jun 2018 - Current 5
Measured Wealth Private Client Group Portsmouth, NH Mar 2017 - May 2018 1
Ifs Securities Atlanta, GA Mar 2017 - May 2018 1
Columbia Management Investment Advisers, LLC Boston, MA Oct 2011 - Feb 2017 5
Columbia Management Investment Distributors, Inc. Boston, MA Oct 2011 - Feb 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Christopher H. Stoner
Phone Number: 704-733-3300
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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