Christine Archer
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LPL Financial
Location
Muskogee, OK 74401
Credentials
Series 63, Series 65
Industry experience
37 years
About
Christine Archer is a financial advisor with LPL Financial in Muskogee, Oklahoma, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at LPL Financial since 2010 and concurrently at First National Bank of Muskogee since 2004. Outside of her advisory role, she is also a licensed real estate sales associate with the GRI designation. LPL Financial provides advisory and brokerage services to a wide range of clients including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers multiple delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team and a large network of investment adviser representatives.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
510 N Main Street
Muskogee, OK 74401
Most active in
Christine A has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Work history
LPL FINANCIAL
2010 - Present (16 years)
First National Bank of Muskogee
2004 - Present (22 years)
FITE-REYNOLDS Real Estate
1999 - Present (27 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
John J
Series 63, Series 66
Muskogee, OK
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Muskogee, OK
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Series 66
Muskogee, OK
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Series 66
Muskogee, OK
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Series 63, Series 66
Muskogee, OK
LPL Financial
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Series 63, Series 65
Ft Gibson, OK
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