Christian Vail

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

• 05/2026 → Present
  Lpl Financial Llc
  Chicago , IL
• 04/2026 → Present
  Bmo Bank, N.A.
  Chicago, IL
• 06/2016 → 04/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Schaumburg, IL
• 08/2016 → 04/2026
  Bank Of America, N.A.
  Schaumburg, IL

Previous Registrations

• 2016-09-09 → 2026-04-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Schaumburg, IL
  New York, NY
  Schaumburg, IL
  Chicago, IL
  Deer Park, IL
  Northbrook, IL

Other Businesses

1. 5/2026 - BMO Bank - Financial Institution Duty - INV REL - 160 Hour(s)/Month – 130 Hour(s) During Trading - Chicago IL 60606 - OBA Start date: 04/27/2026 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Inv Rel - At Reported Business Location (s) - Start Date: 5/2026

Exams

• S66 Uniform Combined State Law Examination
  2016-09-07

Designations

• Certified Financial Planner

Other Names

• Christian Vail
• Christian Jeffrey Vail