Lpl Financial LLC
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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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Carolanne Chavanne Work History
Carolanne has 10 years of experience.
Lpl Financial LLC
Western Federal Credit Union
Carolanne Chavanne has no disclosures.
Please visit their SEC profile for more details.