Christopher Needs (CRD# 6540459) is an Investment Advisor Representative working at Lpl Financial LLC in Reading, PA and has over 8 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Reading, PA | Feb 2022 - Current | 2 |
| Good Life Advisors, LLC | Reading, PA | Jul 2021 - Feb 2022 | < 1 |
| Park Avenue Securities | Bethlehem, PA | Dec 2018 - May 2021 | 2 |
| Guardian Life Insurance Co Of America | Bethlehem, PA | Oct 2018 - May 2021 | 2 |
| Park Avenue Securities, LLC | New York, NY | Nov 2018 - Dec 2018 | < 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Dec 2015 - Oct 2018 | 2 |
| American Heritage Fcu | Philadelphia, PA | Jan 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- PA
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Total Assets Under Management463,475MILLIONS
-
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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