Christopher Mallon Email & Phone Number | I lead a team of experienced Financial Professionals so they can remain focused on serving our clients. In this role, I oversee business development, marketing, trading, compliance, technology, strategic planning, and advisor development. I also maintain relationships with select clientele and third parties. Past & current clientele includes: - Barron's top 1000 Financial Advisors - Merrill Lynch, UBS, Morgan Stanley, Wells Fargo, Ameriprise, LPL, Raymond James, Commonwealth, & various banks - Registered Investment Advisors (RIAs) - Corporate Executives - Business Owners - High Net Worth Families - Non-profits (Endowments & Foundations) - Attorneys - CPAs - Doctors & Medical professionals

Christopher Mallon

I lead a team of experienced Financial Professionals so they can remain focused on serving our clien...
Boston, Boston, United States

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Christopher Mallon’s Email christopher.mallon@lpl.com

Christopher Mallon’s Phone Numbers

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Christopher Mallon’s Location Boston, Boston, United States

Christopher Mallon’s Current Industry The Capstone Planning

Christopher Mallon’s Prior Industry Sungarden Investment Management | Nuveen | Putnam Investments

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Senior Vice President, Program Manager | Registered LPL Investment Advisor and Principal

2023-06-01 00:00:00 - Present

Consulting Project

2018-09-01 00:00:00 - 2019-03-01 00:00:00

Vice President, Advisor Consultant (External Wholesaler)

2014-06-01 00:00:00 - 2017-03-01 00:00:00

Regional Marketing Director (External Wholesaler / Advisor Consultant)

2009-09-01 00:00:00 - 2014-05-01 00:00:00

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Christopher Mallon is a I lead a team of experienced Financial Professionals so they can remain focused on serving our clients. In this role, I oversee business development, marketing, trading, compliance, technology, strategic planning, and advisor development. I also maintain relationships with select clientele and third parties. Past & current clientele includes: - Barron's top 1000 Financial Advisors - Merrill Lynch, UBS, Morgan Stanley, Wells Fargo, Ameriprise, LPL, Raymond James, Commonwealth, & various banks - Registered Investment Advisors (RIAs) - Corporate Executives - Business Owners - High Net Worth Families - Non-profits (Endowments & Foundations) - Attorneys - CPAs - Doctors & Medical professionals - Professional athletes