Christopher John Lex

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

• 11/2011 → 02/2025
  Valic Financial Advisors, Inc.
  Mount Laurel, NJ
• 12/2022 → 02/2025
  Agia
  Houston, TX
• 02/2025 → Present
  Lpl Financial Llc
  Marlton, NJ

Previous Registrations

• 2012-04-19 → 2025-02-21
  Valic Financial Advisors, Inc.
  Berkeley Heights, NJ
  Mount Laurel, NJ
  Mount Laurel, NJ
  Berkeley Heights, NJ
  Mount Laurel, NJ

Other Businesses

1) 2026-05-12 - Wealth Fusion Inc - For-Profit Board Member - N - Mundelein IL - 2026-05-01 - 1hrs/mth - 0hrs/mth during trading 2) 07/13/2026 - 15 Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 5 hours per month/ during trading 3) 07/13/2026 - Back9, Capitas, Gradepoint Insurance - DBA 15 Insurance Group, Signal Advisors, Advantage Insurance Network (AIN) - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/13/2025 - 20 hours per month/ during trading 4) 07/13/2026 - Lex Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/04/2025 - 40 hours per month/ 8 hours during trading 5) 07/13/2026 - WealthFusion Inc. - Business Entity For Tax/Investment Purposes Only - Investment Related - Mundelein, IL - Start Date 05/02/2025 - 40 hours per month/ 8 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2012-04-07

Other Names

• Christopher Lex