Kevin ChristensenCRD Number: 5621865
Current Firm: Lpl Financial LLC
Compensation Model: Both
Kevin Christensen is an Investment Advisor Representative working at LPL Financial LLC in San Diego, CA and has over 12 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Lpl Financial LLC||San Diego, CA||Nov 2008 - Current||13|
|Overland & Shanahan||San Diego, CA||Jan 2016 - Apr 2020||4|
|Overland & Shanahan||San Diego, CA||May 2015 - Jan 2016||< 1|
|Stratos Wealth Partners, Ltd||San Diego, CA||Mar 2013 - May 2015||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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
Securities offered through LPL Financial. Member FINRA/SIPC.
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