Christopher Panagiotu (CRD# 6220766) is an Investment Advisor Representative working at Lpl Financial LLC in University Place, WA and has over 9 years of experience in the finance industry. Christopher Panagiotu 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.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | San Diego, CA | Sep 2020 - Current | 3 |
| Lucia Securities, LLC | San Diego, CA | May 2015 - Oct 2020 | 5 |
| Lucia Wealth Services, LLC | San Diego, CA | May 2015 - Oct 2020 | 5 |
| Morgan Stanley Private Bank, National Association | New York, NY | Feb 2015 - Apr 2015 | < 1 |
| Morgan Stanley | Tacoma, WA | Dec 2014 - Apr 2015 | < 1 |
| Unemployment | Tacoma, WA | Jul 2014 - Dec 2014 | < 1 |
| Ubs Financial Services Inc. | Tacoma, WA | Feb 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- CA
- MD
- TX
- WA
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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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