Christopher Mollan

Tel: (248) 987-8054
31731 Northwestern Hwy.
Suite 151W
Farmington Hills, MI 48334

Financial Consultant


About LPL Financial

Our clients' needs come first. We are committed to providing the highest quality and objective counsel, customized wealth management solutions, and unparalleled service to every client.

In today's complex environment, we add value to the financial decision-making process by utilizing our experience and expertise to guide our clients through the maze of issues facing them and their families.

We always strive for excellence in our clients relationships and promise to do our utmost to exceed expectations. We believe that personal relationships are critical to helping clients achieve their goals and improve the overall quality of their lives.

We are committed and vow to always act with the greatest of ethics, honesty and integrity for every client. We are dedicated to achieving success for our clients within their stated objectives and risk parameters. We strive for mutually rewarding, long-term relationships and to assist our clients and their families for decades.

14 Years of Experience



General Information
Name of Broker/Dealer:   LPL Financial Services
Name of Custodial Firm:   LPL Financial Services
States Licensed in:   Arizonia, California, Colorado, Florida, Illinois, Indiana, Kentucky, Michigan, New Jersey, New York, Texas, Carolina,
Number of Years with Current Firm:   5
Work Experience:   14 years licensed. Investing for 23 years
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses
Services
Investment Types:   Exchange Traded Funds (ETFs) , Alternative Investments , Bond Mutual Funds , Options & Futures , Mutual Funds , Bonds , Stocks , Annuities , Insurance , Commodities
I can meet clients in the following ways:   At my office , Via phone , Via email , At your office , At your home


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Health , Life , Variable Annuity , Long Term Care , Variable Life
Financial Organization Memberships:   Financial Planning Association (FPA) , Paladin Registry


Firm Information
Advisor's Number of Clients:   125
Advisor's Number of Managed Clients:   100
Advisor's Number of Planning Clients:   100
Assets Managed by Advisor:   36,000,000


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $25000
Compensation Methods:   Based on Assets , Hourly , Flat Fee , Commissions
Additional Details on Charges:   Our fee rates are between 1.5%-.075% depending on the complexity of the assets and management. I always provide a free portfolio evaluation with each person before they become a client. This allows me to properly evaluate your situation as well as give you the ability to evaluate myself and expertise. From there you have the ability to move forward at your comfort level.

FAQs


DISCLOSURE

Member FINRA/SIPC Securities and Advisory services offered through LPL Financial.


DISCLAIMER

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC

Christopher Mollan

Christopher Mollan

CRPC®, AWMA, AAMS®, Life & Health Insurance licensed