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Christopher Louis Huber

LPl Financial LLC

Doylestown, PA

CRD 2531097

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-01
  • PA RA
    APPROVED
    Since 2025-05-01

Branch Locations

Doylestown, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
H. Beck, Inc. Bethesda MD 02/2011 03/2021
Malloy Advisors, Llc Exton PA 05/2015 Present
Grove Point Advisors, Llc Rockville MD 04/2021 05/2025
Grove Point Investments, Llc Rockville MD 04/2021 05/2025
Lpl Financial Llc Doylestown PA 05/2025 Present
  • 02/2011 → 03/2021
    H. Beck, Inc.
    Bethesda, MD
  • 05/2015 → Present
    Malloy Advisors, Llc
    Exton, PA
  • 04/2021 → 05/2025
    Grove Point Advisors, Llc
    Rockville, MD
  • 04/2021 → 05/2025
    Grove Point Investments, Llc
    Rockville, MD
  • 05/2025 → Present
    Doylestown, PA
Previous Registrations
  • 2021-04-01 → 2025-05-01
    Grove Point Advisors, Llc
    Rockville, MD
    Rockville, MD
    Doylestown, PA
  • 2011-02-28 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
    Doylestown, PA
    Rockville, MD
  • 2008-05-29 → 2011-02-11
    Qa3 Financial Llc
    Newtown, PA
    Omaha, NE
    Newton, PA
    Doylestown, PA
  • 2007-11-05 → 2008-05-16
    New England Securities
    Warrington, PA
    Wayne, PA
Other Businesses

1. 05/2025- WEC Properties, LLC- Real Estate Rental- INV Related- At Exton, PA, Start date 12/01/2004- 1 Hour Per Month 2. 05/2025- Malloy Advisors, LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 04/01/2015- 80 Hours Per Month- 40 Hours During Trading 3. 05/2025- BKWEC, LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2022- 10 Hours Per Month 4. 05/2025- Christopher L. Huber- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 04/01/1994- 15 Hours Per Month- 8 Hours During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-08-29
  • S63 Uniform Securities Agent State Law Examination
    1994-08-29

View on SEC IAPD

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