Cass
Chappell

Lpl Financial LLC

CRD#2789133
Investment Advisor
in Atlanta, GA
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About this Advisor

Cass Chappell is a certified financial planner who is based out of Atlanta, Georgia. Currently a registered financial advisor at Lpl Financial LLC, Chappell has 13 years of professional experience in the financial advisory industry. Chappell maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Chappell can advise investors in Georgia. Chappell has gained experience at Linsco Private Ledger, Chappell, Mayfield & Associates, LLC and Chappell Financial Group. Lpl Financial LLC is located in Atlanta, Georgia, and operates out of 8,011 additional locations across the nation. As a firm, Lpl Financial LLC oversees $153 billion in assets dispersed across 680,466 accounts and retains more than 22,703 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. 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, Series 65, Certified Financial Planner

Years of Experience

13 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

3200 Cobb Galleria Pkwy. #215 Chappell Financial Group
Atlanta, GA 30339-5921

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

GA Average: 118
Total Number of Accounts

786,525

GA Average: 4,567
Average Account Size

$202,281

GA 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

Cass Chappell Work History

Cass has 13 years of experience.

2012 - Present (7 years)

Chappell Financial Group

2006 - 2012 (6 years)

Chappell, Mayfield & Associates, LLC

2005 - Present (14 years)

Linsco Private Ledger

Disclosures

Cass Chappell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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