advisor-img.jpg
advisor

Christopher Mollan

LPL Financial

31731 Northwestern Hwy.
Suite 151W

Farmington Hills, MI 48334

2489878054

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About LPL Financial

Our clients' needs come first. We are committed to providing the highest quality and objective counsel, customized wealth management solutions, and unparalleled service to every client.

In today's complex environment, we add value to the financial decision-making process by utilizing our experience and expertise to guide our clients through the maze of issues facing them and their families.

We always strive for excellence in our clients relationships and promise to do our utmost to exceed expectations. We believe that personal relationships are critical to helping clients achieve their goals and improve the overall quality of their lives.

We are committed and vow to always act with the greatest of ethics, honesty and integrity for every client. We are dedicated to achieving success for our clients within their stated objectives and risk parameters. We strive for mutually rewarding, long-term relationships and to assist our clients and their families for decades.

See Disclosures

General Information

Firm Start Year

CRD#

4629054

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial Services

States Licensed in

AZ,CA,CO,FL,IL,IN,KY,MI,NJ,NY,TX,

Years of Experience in Financial Services

14

Number of Years with Current Firm

5

Work Experience

14 years licensed. Investing for 23 years

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AWMA®, CRPC®, AAMS®

Securities Licenses

Series 7, Series 63, Series 31, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Advisor's Number of Clients

125

Advisor's Number of Managed Clients

100

Advisor's Number of Planning Clients

100

Assets Managed by Advisor

36,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$25000

Compensation Methods

Based on Assets, Hourly, Flat Fee, Commissions

Additional Details on Charges

Our fee rates are between 1.5%-.075% depending on the complexity of the assets and management. I always provide a free portfolio evaluation with each person before they become a client. This allows me to properly evaluate your situation as well as give you the ability to evaluate myself and expertise. From there you have the ability to move forward at your comfort level.

Disclosures

RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC

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