Christopher Lorenz Steer

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

• 11/2010 → Present
  Lpl Financial Llc
  Glendale, CA

Previous Registrations

• 2008-02-29 → 2010-11-30
  Nrp Advisors, Inc.
  Glendale, CA
  Long Beach, CA
• 2007-03-16 → 2008-10-20
  Nrp Financial, Inc.
  Long Beach, CA
  Bryan, OH
  Bryan, OH
  Glendale, CA
• 2005-05-27 → 2007-03-20
  Ameriprise Advisor Services, Inc.
  Irvine, CA
  Irvine, CA
• 2004-06-09 → 2005-06-02
  Citicorp Investment Services
  Long Beach, CA
• 2003-05-13 → 2003-05-21
  Wells Fargo Clearing Services, Llc
  Newport Beach , CA

Other Businesses

1. 10/15/2010 - Salazar, Steer, Thomasy, Ulrich Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 11/01/2010 - ENTITY FOR TAX/ACCOUNTING PURPOSES - SALAZAR & STEER GROUP - LLC IS USED STRICTLY FOR ACCOUNTING PURPOSES. - TIME SPENT 1%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-16
• S63 Uniform Securities Agent State Law Examination
  1993-07-29

Other Names

• Chris Steer