Christian Whitehead is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Williamston, MI, with 15 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
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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
148 E Grand River Ave., Williamston, MI, 48895
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christian operates CG Financial Services as a DBA for his LPL business and as a registered investment advisor DBA. He also provides investment advisory services through Capital Asset Advisory Services, LLC, dedicating about a quarter of his time to these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
Cg Advisory Services
Previous Registrations
Geneos Wealth Management, INC.Broker
Wfg Investments, INC.Broker
Invest Financial CorporationBroker
State Registrations24 states
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