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Christopher O'brien Bott

Advisor at LPL Financial — Antioch, CA 4839 Lone Tree Way

Updated today

Credentials

Series 63, Series 66

Experience

19 years

Location

Antioch, CA 94531

LPL Financial logo

LPL Financial

Institution

Total advisors

22,761

Across 10,463 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Christopher Bott is a financial advisor with LPL Financial in Antioch, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining LPL in 2019, he worked at Royal Alliance Associates, Inc. for six years and has been involved with ABC Emergency Management Seminars, providing First Aid and CPR training since 2007. He has also spent over a decade with Pacific Pension and Benefit Service Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by research from LPL and third-party subadvisors.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Antioch, CA 4839 Lone Tree Way

4839 Lone Tree Way Ste A

Antioch CA 94531

Advisors at this office

2

Most active in

California

Work history

19 years of industry experience

LPL Financial

2019 - Present • 7 years

Antioch, CA

Royal Alliance Associates, Inc.

2013 - 2019 • 6 years

Concord, CA

Abc Emergency Management Seminars

2007 - Present • 19 years

Walnut Creek, CA

Pacific Pension And Benefit Service Inc.

2007 - 2019 • 12 years

Concord, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Andrew R

CFP®, Series 65

Clayton, CA

Investment Growth Management, Inc.

Andrew Redlick is a CFP® with 12 years of industry experience, currently serving as an advisor at Investment Growth Management, Inc. He has been with the firm since 2014, including its predecessor entity, and holds a Series 65 license. Investment Growth Management, Inc. is a long-established registered investment adviser dedicated to helping a select group of clients build, preserve, and achieve their most meaningful financial goals. The firm manages client portfolios through long-term, diversified asset allocation tailored to each client’s goals and risk tolerance, and is notable for its regular client communications and ongoing educational presentations.

Cash flow / budgeting Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement Retired Christian Faith Based HENRY (High Earners, Not Rich Yet)
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Michael P

CFP®

Danville, CA

Power Investing

Michael Power is a CFP® professional with over 30 years of experience, operating Power Investing since 1994. He is also an Enrolled Agent authorized to represent clients before the IRS, providing tax preparation and representation services alongside his investment advisory work. The firm offers discretionary investment management and comprehensive financial planning to individuals, families, and small businesses. Power Investing employs a fundamental analysis approach, emphasizing broad diversification with ETFs and individual securities, and integrates in-house tax services as part of its client offerings.

Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance General tax planning Passive / index investing
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John G

CFP®, Series 63

Danville, CA

Blackhawk Wealth Advisors

John Gardner is a CFP®-certified financial advisor with 36 years of industry experience. He has worked at Equity Research & Portfolio Evaluation, Inc. since 2001. Gardner is the sole advisor at Blackhawk Wealth Advisors, an independent firm based in Danville, CA. Blackhawk Wealth Advisors provides discretionary investment management, financial planning, and independent security research to individuals, trusts, estates, and investment companies. The firm employs a proprietary blend of fundamental and technical analysis to manage portfolios across various asset classes, focusing on risk reduction and predictable income through both long- and short-term strategies.

Active portfolio management Concentrated stock management
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Vladimir B

Series 63, Series 65

Danville, CA

Hermitage Advisors, Ltd.

Vladimir Belinsky is the sole advisor at Hermitage Advisors, Ltd. in Danville, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Hermitage Advisors since 2003. Hermitage Advisors, Ltd. serves a small, concentrated roster of primarily high-net-worth individual clients, providing individualized portfolio management and ongoing investment advice. The firm employs a primarily non-discretionary approach, selecting and monitoring external investment managers based on a multi-decade network of research, with client decisions made collaboratively.

Wealth management
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Durga E

Series 65

Danville, CA

Eedara Financials

Durga Eedara is a financial advisor at Eedara Financials with a Series 65 designation and over 20 years of industry experience, including a long tenure at Franklin Resources Inc from 2002 to 2021. Eedara Financials LLC, founded in 2025, provides discretionary portfolio management to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, and technical analysis alongside various trading strategies, operating under client-granted discretionary authority.

Options & derivatives strategies
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Nicholas F

CFP®

Alamo, CA

Fullerton Advisors, LLC

Nicholas Fullerton is a CFP® professional with 17 years of industry experience, operating Fullerton Advisors, LLC since 2008. The firm is an independent advisory practice based in Alamo, CA. Fullerton Advisors serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm provides discretionary and non-discretionary portfolio management, modular financial planning, and pension consulting, using diversified asset-allocation portfolios built primarily with ETFs and mutual funds guided by fundamental and cyclical analysis.

Wealth management Cash flow / budgeting
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