Christopher Dadrat

Professional Experience

Industry Experience: Since 2017

Education

BS Business Administration Finance – Elon University

CFP®, Series 7, 66, 9, 10, NC Life and Health and Corporate Stock Benefit Consultant designation.

Personal Information

In his role as a Financial Planner at LPL Financial, Chris supports the LPL Paraplanning Services Team where he assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Chris partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to assist clients in reaching their financial goals.

Chris’s financial services career began in 2017 where he worked in various roles including client services, advising, and financial planning prior to joining LPL Financial.

Before joining LPL, Chris spent six years at UBS working as a financial advisor and a financial wellness coach. He has worked directly with clients and financial advisors, striving to provide quality service, guidance, and education.

Chris lives and works in Charlotte, North Carolina. Originally from Fort Myers, Florida, he loves spending time out on the water. He also enjoys being outdoors and hiking, biking, or playing sports with friends.

LPL’s Paraplanning Services Team is not affiliated with Wynn Point Financial.