Christine Stack, financial advisor Casper WY
96 score

Christine Stack

CRD Number: 5420576
Current Firm: Lpl Financial LLC

Christine Stack (CRD# 5420576) is an Investment Advisor Representative working at Lpl Financial LLC in Casper, WY and has over 10 years of experience in the finance industry. Christine Stack 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 Casper, WY Nov 2016 - Current 1
First Interstate Bank Casper, WY Jul 2007 - Current 10
Cetera Investment Advisers LLC Casper, WY Jan 2014 - Nov 2016 2
Cetera Investment Services St. Cloud, MN Sep 2007 - Nov 2016 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Christine L. Stack
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CO
  • WY
  • SC
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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