Carolanne
Chavanne

Lpl Financial LLC

CRD#1767189
Investment Advisor
in Torrance, CA
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About this Advisor

Carolanne Chavanne is an investment advisor located in Torrance, California. Currently an advisor at Lpl Financial LLC, they have accrued 10 years of work experience. Chavanne has a Series 63 license, certifying them as a securities representative. Chavanne can serve clients in California and Texas. Throughout their career, they have worked at Lpl Financial LLC and Western Federal Credit Union. Lpl Financial LLC is headquartered in Torrance, California, and operates out of 8,011 brick-and-mortar locations across the nation. As an advisor firm, Lpl Financial LLC manages $153 billion in assets across 680,466 client accounts and employs more than 22,703 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 655,827 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Lpl Financial LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1899 Western Way
Torrance, CA 90501

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Carolanne Chavanne Work History

Carolanne has 10 years of experience.

2008 - Present (11 years)

Lpl Financial LLC

2008 - Present (11 years)

Western Federal Credit Union

Disclosures

Carolanne Chavanne has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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