Chris Kurtis (CRD# 2073586) is an Investment Advisor Representative working at Lpl Financial LLC in Crown Point, IN and has over 33 years of experience in the finance industry.
CRD# 4320235
Edward Jones
CRD# 6691750
Ameriprise Financial Services, LLC
CRD# 4849315
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Crown Point, IN | Jan 2024 - Current | < 1 |
| Mitre Group LLC | Crown Point, IN | Aug 2007 - Current | 16 |
| Securities America, Inc. | Crown Point, IN | Sep 2008 - Jan 2024 | 15 |
| Securities America Advisors, Inc. | Crown Point, IN | Sep 2008 - Jan 2024 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1990 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1995 |
- IN
- TX
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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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