Morgan Stanley
47yrs
Top advisor by experience in Syracuse
20yrs
Christopher Moak is a fiduciary financial advisor in Syracuse, New York, with 20 years in the industry. After a year at Independent Financial Partners, Christopher joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 501 advisors with offices in Syracuse, and one of 420 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 62% of advisors in New York
Office231 Salina Meadows Parkway, Syracuse, NY 13212
FirmLPL Financial
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowLPL Financial LLCCurrent firm
- 2021 – nowGood Life Advisors, LLCCurrent
- Nov 2017 – Dec 2018Independent Financial PartnersPreviously
Contact Christopher
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Christopher. 231 Salina Meadows ParkwaySyracuse, NY 13212Office · Get directions Facebook pageLPL Financial
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Moak. Christopher works from the Syracuse, NY office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2006, about 20 years. More experience than 62% of advisors in New York.
What licenses does Christopher hold?
Series 66. 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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