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Christopher James Lackner

ACCORD ASSET PARTNERS, LLC·SAN DIEGO, California
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12680 HIGH BLUFF DRIVE, SUITE 150, SAN DIEGO, CA 92130CRD# 7654850Firm CRD# 323962
01

About

Christopher James Lackner is a registered financial advisor based in SAN DIEGO, California, affiliated with ACCORD ASSET PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ACCORD ASSET PARTNERS, LLC
ACCORD ASSET PARTNERS, LLC
AUM
$168M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at ACCORD ASSET PARTNERS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 7654850
Firm CRD# 323962
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher James Lackner offer?
Christopher James Lackner specializes in Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Christopher James Lackner's credentials?
Christopher James Lackner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher James Lackner located?
Christopher James Lackner is based in SAN DIEGO, California, working with ACCORD ASSET PARTNERS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Christopher James Lackner charge for services?
Christopher James Lackner's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCORD ASSET PARTNERS, LLC?
ACCORD ASSET PARTNERS, LLC has approximately 15 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ACCORD ASSET PARTNERS, LLC

Stacie Sungeun Kim
SAN DIEGO, CA
Joshua Evans Merrill
SAN DIEGO, CA
Kevin Michael Webb
SAN DIEGO, CA

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Research
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