Lee Christopher

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

• 03/2008 → 02/2021
  Bb&T Investments
  Charlotte, NC
• 03/2008 → 01/2019
  Bb&T Bank
  Falls Church, VA
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → 02/2021
  Bb&T
  Washington, DC
• 12/2019 → 02/2021
  Suntrust Investmeny Services, Inc.
  Atlanta, GA
• 12/2019 → 02/2021
  Suntrust Bank
  Charlotte, NC
• 11/2020 → 02/2021
  Suntrust Advisory Services, Inc
  Atlanta, GA
• 02/2021 → 01/2022
  Truist Investment Services, Inc.
  Charlotte, NC
• 01/2022 → 12/2023
  Truist Investment Services, Inc.
  Atlanta, GA
• 08/2024 → Present
  Lpl Financial Llc
  Fort Mill, SC
• 01/2024 → 08/2024
  N/A
  Charlotte, NC

Previous Registrations

• 2020-11-16 → 2023-12-15
  Truist Advisory Services, Inc.
  Charlotte, NC
  Charlotte, NC
• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Washington, DC
  Charlotte, NC
  Charlotte, NC
  Richmond, VA
• 2008-04-17 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Falls Church, VA
  Washington, DC
• 2005-01-07 → 2008-05-09
  Bb&T Asset Management, Inc.
  Winston-Salem, NC

Other Businesses

1) 7/2024- 439 BURMONT RD, LLC - Real Estate Rental - property co-owner- Inv. Related- Drexel Hill, PA - Start date 2015- 0hrs

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-04-23
• S65 Uniform Investment Adviser Law Examination
  2004-12-16

Other Names

• Lee Mcrae Christopher