CM
CM

Christopher Molony

17 Years of Experience
BrokerSells Insurance

Christopher Molony is a registered investment advisor at LPL Financial LLC, based in Torrance, CA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

19191 S. Vermont Ave, Suite 650, Torrance, CA, 90502-4465

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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 ActivitiesSells Insurance

Christopher is a DBA for LPL business through Trilogy Financial Services and provides investment advisory services through Trilogy Capital, Inc. He also acts as a trustee for multiple family trusts and manages real estate rentals, dedicating minimal time to these activities. Christopher also sells non-variable insurance.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 5 mos
Trilogy Capital, INC.
December 2015 - Present · 10 yrs 4 mos
Previous Registrations
LPL Financial LLC
November 2017 - April 2018 · 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
November 2009 - December 2017 · 8 yrs 1 mo
National Planning CorporationBroker
September 2008 - November 2017 · 9 yrs 2 mos
State Registrations21 states
ALAZCACODCFLIDILINKYMDMIMTNCNVOHSCTNTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.