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Advisors / North Carolina / Charlotte
33yrs

Christopher Hess

Financial advisor at LPL Financial

Christopher Hess has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Charlotte, North Carolina. After 15 years at IC Advisory Services and seven years at Next Financial Group, Christopher joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. Christopher holds the CFP® designation.

One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.

Charlotte, NC 28226CFP®Top 7% by experience in CharlotteFiduciary advisor
Call LPL FinancialDirections

At a glance

Experience33 years (since 1994)
How that compares ?Top 7% by experience in Charlotte
Office7421 Carmel Executive Park Suite 226, Charlotte, NC 28226
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Mar 2025 – now
    LPL Financial LLCCurrent firm
  2. 2010 – 2025
    IC Advisory Services, Inc.Previously
  3. 2003 – 2010
    Next Financial Group, Inc.Previously
  4. 2000 – 2003
    FFP Advisory Services Inc.Previously

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Christopher

How do I contact Christopher?

Call LPL Financial at (704) 733-3300 and ask for Christopher Hess. Christopher works from the Charlotte, NC office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 1994, about 33 years. Top 7% by experience in Charlotte.

What licenses does Christopher hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Christopher for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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