Lpl Financial LLC
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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
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
Cass Chappell Work History
Cass has 13 years of experience.
Chappell Financial Group
Linsco Private Ledger
Chappell, Mayfield & Associates, LLC
Cass Chappell has no disclosures.
Please visit their SEC profile for more details.