Christopher Lakian, AIF®

Highly attentive & accommodating financial services to families and businesses

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Magnetic North Financial Christopher Lakian, AIF®

Mount Pleasant, SC

Serving Clients Nationwide

Highly attentive & accommodating financial services to families and businesses

843-353-0313

Website

Areas of Focus

Financial Life Planning
Insurance
Investment Management
Retirement Planning
Taxes

About Christopher Lakian, AIF®

Hi, I'm Christopher Lakian. Imagine graduating from high school in 1996 in Manhattan. Wall Street was on the verge of the Dot.com Revolution. The challenge and excitement encouraged me to invest and become more involved in finance.

Now in my mid-forties, happily married and living in Charleston, SC, I am optimistic about the future. I am the proud founder of Magnetic North Financial, a firm that embodies my vision for a better way to handle finances. I enjoy sharing what I've learned and how I came to the philosophy embedded in the firm's values.

Challenges motivate me. Feel free to ask me about how I arrived at certain conclusions. All of it came from my life experience. I've been licensed as a Registered Representative since 2004, and have worked with four firms, experienced three recessions, ten bear markets, and more.

Helping people excel in life and finance are some of my best accomplishments. I look forward to working with you and sharing my experiences so that you too can benefit from the significant opportunities of working with me at Magnetic North Financial.

Join me at Magnetic North Financial, and let's build a better financial future together.

Professional Designations

Accredited Investment Fiduciary (AIF)

Primary Location

3003 Dunes West Blvd, Mount Pleasant, SC, 29466

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

Compensation Methods

Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and contact us by email or phone. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About Magnetic North Financial

The pursuit of excellence at Magnetic North Financial defines the firm's core culture. It challenges us as Advisors to push beyond our limits, to overcome obstacles, and to reach new heights of achievement.

Pursuing excellence and progress is not just a sales pitch but a way of life. It requires us to be mindful of our actions, create new opportunities to add value, work around schedules, and produce consistent value.

By embracing these values, Investors of Magnetic North Financial can expect our core principles to reflect our progress in finance and life.

Let's work together, contact us and let's start the conversation.

OneSeven ("OneSeven") is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Magnetic North Financial represent the individual's role with Magnetic North Financial, and not their role with OneSeven. Services are provided under the name Magnetic North Financial, a DBA of OneSeven.

Education

Villanova University

Hobbies and Interests

Family

SEC Lookup

View Disclosure

Who We Serve

Baby Boomers
Business Owners
Corporate Executives
Dual Income Family
Entrepreneurs
Gen X
Intergenerational Families
Living in Retirement
Parents
Young Families

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Get answers to frequently asked questions regarding the services offered by Christopher Lakian, AIF® View Disclosures

FAQs

What types of clients do you serve?

Our pledge is to provide highly attentive and accommodating financial services to families and businesses alike. We regard the current wealth generation as our primary focus, but also future generations, including the needs of children, uncles, aunts, nieces, and nephews, to develop a comprehensive financial plan. This approach is crucial to our long-term planning cycle.

What financial planning tools do you use with your clients?

We use cutting-edge software, specifically Black Diamond by SSN&C. It is our core client-facing performance reporting system that seamlessly connects the accounts across all custodians under our control into a single point of access, entirely customizable for our client's needs. If you want to see a demo of Black Diamond and experience the client interface, feel free to contact us.

FAQ Disclosures

OneSeven (“OneSeven”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Magnetic North Financial represent the individual’s role with Magnetic North Financial, and not their role with OneSeven. Services are provided under the name Magnetic North Financial, a DBA of OneSeven.