Christopher Eugene Dini

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2006 → 12/2022
  Avantax Investment Services, Inc.
  Toccoa, GA
• 12/2006 → 12/2022
  Avantax Advisory Services
  Toccoa, GA
• 07/2018 → 12/2022
  Avantax Insurance Agency, Llc
  Toccoa, GA
• 12/2022 → Present
  Lpl Financial
  Toccoa, GA

Previous Registrations

• 2006-12-11 → 2022-12-21
  Avantax Advisory Services
  Toccoa, GA
• 2003-03-28 → 2006-08-16
  Valic Financial Advisors, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

1-12/2008 / Dini Financial Services / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / TOCCOA, GA 2- 12/2005 / Dini Enterprises Inc. / Business Entity For Tax/Investment Purposes Only / NON INVESTMENT RELATED / CLARKESVILLE, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-26
• S63 Uniform Securities Agent State Law Examination
  2000-09-02

Other Names

• Chris Dini
• Chris E Dini