Christian Beliveau, financial advisor Dover NH

Christian Beliveau

CRD Number: 2438533
Current Firm: Lpl Financial LLC

Christian Beliveau (CRD# 2438533) is an Investment Advisor Representative working at Lpl Financial LLC in Dover, NH and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Dover, NH Jul 2007 - Current 16
Northeast Planning Associates, Inc. Dover, NH Nov 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination Feb 1999
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Christian A. Beliveau
Phone Number: 704-733-3300
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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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