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Christopher Frazzetta

13 Years of Experience
BrokerSells Insurance

Christopher Frazzetta is a registered investment advisor at LPL Financial LLC, based in Warsaw, IN, with 13 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

732 E. 200 N, Warsaw, IN, 46582-7857

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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 provides investment advisory services through Charter Advisory Corporation and uses Frazzetta Financial Strategies and Frazzetta Financial Strategies, LLC for his LPL business. He also owns rental real estate and operates an insurance agency, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLC
March 2020 - Present · 6 yrs 1 mo
Charter Advisory Corporation
August 2014 - Present · 11 yrs 8 mos
LPL Financial LLCBroker
February 2013 - Present · 13 yrs 2 mos
Previous Registrations
LPL Financial LLC
June 2014 - August 2014 · 2 mos
State Registrations12 states
AZCACOFLGAILINMINCOHSCTX
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.