Oppenheimer & Co.
44yrs
Top advisor by experience in Southbury
9yrs
Christopher Testa has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Southbury, Connecticut. Christopher has been with LPL Financial since 2024. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 72 advisors with offices in Southbury, and one of 71 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office100 Main Street North, Southbury, CT 06488
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.
Career
- 2024 – nowLPL Financial LLCCurrent firm
Contact Christopher
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Christopher. 100 Main Street NorthSouthbury, CT 06488Office · Get directions Facebook pageLPL Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Christopher
How do I contact Christopher?
Call LPL Financial at (704) 733-3300 and ask for Christopher Testa. Christopher works from the Southbury, CT office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Christopher hold?
Series 63, 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.
Other advisors nearby
Merrill
41yrs
Top 3% by experience in Southbury
Merrill
39yrs
Top 4% by experience in Southbury
Oppenheimer & Co.
38yrs
Top 6% by experience in Southbury
Ameriprise Financial Services
38yrs
Top 6% by experience at Ameriprise Financial Services
Ameriprise Financial Services
37yrs
Top 6% by experience nationwide