Christian Beliveau
Christian Beliveau is a registered investment advisor at LPL Financial LLC, based in Dover, NH, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Dover, NH
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2003Customer Dispute
February 2003Other Business ActivitiesSells Insurance
Christian is affiliated with Northeast Planning Associates Inc. as a Registered Investment Advisor (RIA) and sells fixed insurance products. He is also involved with Concepts in Benefits / Group Medical Benefits.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Northeast Planning Associates, INC.
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.