Unclaimed Profile

Christopher Joel Lipper

CX INSTITUTIONAL, LLC·AUBURN, Indiana

SIE, Series 7, Series 24, Series 63CFPClean record25 years registeredCX INSTITUTIONAL, LLC

200 EAST 7TH STREET, AUBURN, IN 46706CRD# 4298665Firm CRD# 292627

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Joel Lipper · AUBURN, IN

Registration

CRD #4298665 · CX INSTITUTIONAL, LLC · 25 years registered

Brand Profile

Not yet started

Career History

CX INSTITUTIONAL, LLC

Oct 2018 – present

CXI ADVISORS, LLC

May 2019 – Sep 2020

PLANO, TX

CPF TEXAS

Jan 2005 – Nov 2018

PLANO, TX

LPL FINANCIAL LLC

Feb 2003 – Jul 2015

PLANO, TX

BLUE RONALD & CO LLC

Aug 2001 – Jul 2002

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · August 15, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CX INSTITUTIONAL, LLC

CRD 292627 · SEC 801-112742

AUM

$3.3B

Regulatory assets under management

Employees

10,540 client accounts

Services offered by CX INSTITUTIONAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CX INSTITUTIONAL, LLC →

Introduction

Speak with Christopher

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christopher is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in AUBURN?

Browse all registered financial advisors in AUBURN, Indiana or claim this profile if it's yours.

Browse AUBURN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Christopher Joel Lipper offer?

Christopher Joel Lipper specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUBURN, Indiana for a consultation.

What are Christopher Joel Lipper's credentials?

Christopher Joel Lipper holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher Joel Lipper located?

Christopher Joel Lipper is based in AUBURN, Indiana, working with CX INSTITUTIONAL, LLC. Their office serves clients in the AUBURN metropolitan area and surrounding communities.

How does Christopher Joel Lipper charge for services?

Christopher Joel Lipper's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CX INSTITUTIONAL, LLC?

CX INSTITUTIONAL, LLC has approximately 85 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →