Christopher Joel Lipper

Employer firm

Cx Institutional, LLC CRD 292627

$4.46B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 02/2003 → 09/2020
  Lpl Financial Llc
  Plano, TX
• 02/2008 → 12/2018
  Vestpro Financial Partners, Inc.
  Plano, TX
• 10/2018 → Present
  Cx Institutional, Llc
  Plano, TX
• 03/1995 → 10/2018
  Cpf Texas
  Plano, TX
• 05/2019 → 09/2020
  Cxi Advisors, Llc
  Plano, TX

Previous Registrations

• 2019-05-17 → 2020-09-22
  Cxi Advisors, Llc
  Auburn, IN
  Plano, TX
• 2005-01-13 → 2018-11-27
  Cpf Texas
  Plano, TX
• 2003-02-10 → 2015-07-13
  Lpl Financial Llc
  Plano, TX
  Plano, TX
  Plano, TX
• 2001-08-15 → 2002-07-01
  Ronald Blue & Co., Llc
  Dallas, TX

Other Businesses

1. 1/10/2012 - InTouch Credit Union - Not Investment Related - Non-Profit Board Member - Time Spent 1% - Volunteer Board Member. 2. 8/6/2014 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 02/22/2014 - 1 Hour Per Month During Securities Trading - Notary Public Commissioned by State of TX. No fee is charged. Used for client business.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-04-04

Designations

• Certified Financial Planner