CD
CD

Christopher Shane Danner

15 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningInsurance PlanningEstate PlanningFinancial Planning & CoachingTax PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

Round Rock, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher operates his LPL business through Good Life Advisors LLC, dedicating about half of his time to this. He also volunteers as a firefighter, spending a few hours per week on this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2024 - Present · 2 yrs 1 mo
Good Life Advisors, LLC
January 2024 - Present · 2 yrs 1 mo
LPL Financial LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Kestra Advisory Services, LLC
March 2019 - December 2023 · 4 yrs 9 mos
Kestra Investment Services, LLCBroker
April 2015 - December 2023 · 8 yrs 8 mos
1st Global Capital CORP.Broker
September 2010 - April 2014 · 3 yrs 7 mos
Clark Securities, INC.Broker
October 2008 - November 2009 · 1 yr 1 mo
Edward Jones
November 2007 - April 2008 · 5 mos
Edward JonesBroker
October 2007 - April 2008 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.