Lpl Financial LLC
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About this Advisor
Chad Larsen is a financial advisor based in Denver, Colorado. Currently a registered financial advisor at Lpl Financial LLC, Larsen has 13 years of professional experience. Larsen holds a Series 63 license, qualifying them as a securities broker. Larsen is able to operate in Colorado. Throughout their career, they have worked at Nrp Advisors, Inc, Moreton & Company, Nrp Financial Inc, Lpl Financial LLC, Independent Financial Partners and Global Retirement Partners, LLC. Lpl Financial LLC is headquartered in Denver, Colorado, and operates out of 8,011 other brick-and-mortar locations throughout the nation. As a company, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 accounts and retains more than 22,703 people. The level of assets currently under the firm's management places it among the largest firms in the nation. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Lpl Financial LLC can provide 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 may charge clients 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
Chad Larsen Work History
Chad has 13 years of experience.
Global Retirement Partners, LLC
Lpl Financial LLC
Independent Financial Partners
Nrp Advisors, Inc
Nrp Financial Inc
Moreton & Company
Chad Larsen has no disclosures.
Please visit their SEC profile for more details.