Christine Belair (CRD# 5195153) is an Investment Advisor Representative working at Lpl Financial LLC in Danvers, MA and has over 17 years of experience in the finance industry. Christine Belair has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Waltham, MA | May 2022 - Current | 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Jan 2018 - Current | 6 |
| Cuna Mutual Group | Waverly, IA | Jan 2018 - Current | 6 |
| Lpl Financial, LLC | Leominster, MA | May 2014 - Jan 2018 | 3 |
| Cco Investment Services Corp | Worcester, MA | Nov 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2006 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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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
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