Christine Forter (CRD# 2041261) is an Investment Advisor Representative working at Lpl Financial LLC in Campbell, CA and has over 16 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Campbell, CA | Jul 2021 - Current | 2 |
| Christine Forter | Lincoln, CA | May 2014 - Jul 2021 | 7 |
| Various Insurance Carriers For W&r Insurance Agencies | Mountain View, CA | Jul 2007 - Jul 2021 | 14 |
| Waddell & Reed, Inc. | Campbell, CA | Mar 2007 - Jul 2021 | 14 |
| Mentor Tutor Connection | Los Altos, CA | Jan 2014 - Sep 2015 | 1 |
| Aauw | Mountain View, CA | Jul 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
- CA
- TX
-
Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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