Christopher AllredCRD Number: 4515133
Current Firm: Lpl Financial LLC
Christopher Allred (CRD# 4515133) is an Investment Advisor Representative working at Lpl Financial LLC in Omaha, NE and has over 15 years of experience in the finance industry.
Rbc Capital Markets, LLC
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|Lpl Financial, LLC||Omaha, NE||Jan 2020 - Current||3|
|Securities America, Inc.||Omaha, NE||May 2011 - Jan 2020||8|
|Securities America Advisors||Omaha, NE||May 2011 - Jan 2020||8|
|Jfc Financial||Omaha, NE||May 2011 - Jan 2020||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S65||NASAA Investment Advisors Law Examination||Feb 2008|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management368,019MILLIONS
Total Number of Accounts1,688,501ACCOUNTS
Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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