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CW

Christopher S. Wilson

LCP INSTITUTIONAL
Atlanta, GA 30309
Some features on this profile are disabled
CRD#: 3154921
CW

Professional summary

Christopher Shawn Wilson, AIF® is a registered financial advisor currently at LCP INSTITUTIONAL, LLC located in Atlanta, Georgia.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Christopher has worked at 12 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Shawn Wilson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

March 3, 2026 - Present

LCP INSTITUTIONAL, LLC

Office #1: The Arts Center Tower 1270 West Peachtree Street, Suite 3, Atlanta, GA 30309
RIA
CRD#: 325133
Atlanta, GA
Past

July 21, 2023 - February 17, 2026

ATLANTA CONSULTING GROUP ADVISORS, LLC

RIA
CRD#: 288169
ATLANTA, GA
Past

July 20, 2022 - February 9, 2026

KINGSWOOD CAPITAL PARTNERS, LLC

BD
CRD#: 288898
Atlanta, GA
Past

August 28, 2018 - August 8, 2022

SIERRA INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 106615
SANTA MONICA, CA
Past

January 24, 2017 - July 19, 2022

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
ELKHORN, NE
Past

May 30, 2013 - September 2, 2016

RUSSELL INVESTMENTS

RIA
CRD#: 105734
Kennesaw, GA
Past

May 7, 2013 - September 2, 2016

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

BD
CRD#: 21771
SEATTLE, WA
Past

December 3, 2012 - May 14, 2013

CRAWFORD INVESTMENT COUNSEL INC

RIA
CRD#: 110271
ATLANTA, GA
Past

March 24, 2004 - November 20, 2012

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
ATLANTA, GA
Past

August 21, 2000 - November 20, 2012

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
ATLANTA, GA
Past

December 15, 1999 - September 14, 2000

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

January 1, 1999 - April 28, 1999

GPC SECURITIES, INC.

BD
CRD#: 14007
ATLANTA, GA
Past

December 16, 1998 - January 1, 1999

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 289
HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LI
LCP INSTITUTIONAL, LLC
LCP INSTITUTIONAL, LLC

CRD#: 325133 / SEC#: 801-127386

RIA
Registered Investment Advisory firm - (3/15/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(3/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/2/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/29/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/18/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/10/1998
Investment Company Products/Variable Contracts Representative Examination

Current Firm

LI
LCP INSTITUTIONAL, LLC
LCP INSTITUTIONAL, LLC

CRD#: 325133 / SEC#: 801-127386

RIA
Registered Investment Advisory firm - (3/15/2023 Approved)
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Contact information

Main Address
The Arts Center Tower 1270 West Peachtree Street, Suite 3, Atlanta, GA 30309
Mailing Address
Phone number
(470) 326-7920
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LCP INSTITUTIONAL, LLCP FIRM BROCHURE REVISED 3.20.2025 (4/15/2025)

Regulatory assets under management

Total Number of Accounts448
AUM (Assets Under Management)$ 2,017,279,733

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LCP INSTITUTIONAL, LLC

CRD#: 325133Atlanta, GA 30309

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