Chad
Lange

Lpl Financial LLC

CRD#4372721
Investment Advisor
in Alpharetta, GA

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About this Advisor

Chad Lange is a certified financial planner based in Alpharetta, Georgia, who has been in the advisory business for 10 years. Lange is an employee of Lpl Financial LLC. Over the course of their career, they have held roles at Highland Capital Brokerage: Nfp Securities, Inc, Nfp Securities Inc, Lpl Financial LLC, Merit Financial Group, LLC, Stratos Wealth Partners and Merit Financial Group, LLC (Dba: Merit Financial Advisors). Lange maintains a Series 63 license, designating them as a securities agent, and is able to serve investors in Georgia. Lpl Financial LLC is a company based in Alpharetta, Georgia. The company has offices in 9,519 locations and a total of 23,035 financial advisors. It handles $208 billion in assets between its 892,326 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 1,956 charities and foundations. Of its 892,326 accounts, 28% belong to high-net-worth individuals who have greater than $1 million in investable assets. Lpl Financial LLC performs a diverse assortment of services, including 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. Fees for financial advisory services largely are based on which service is provided. Fee types charged by Lpl Financial LLC can be comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

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

2400 Lakeview Pkwy, Suite 550
Alpharetta, GA 30009

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

GA Average: $646,059,043
Total Number of Employees

23,035

GA Average: 13
Total Number of Accounts

892,326

GA Average: 661
Average Account Size

$232,867

GA Average: $977,396

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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

Chad Lange Work History

Chad has 10 years of experience.

2017 - Present (5 years)

Merit Financial Group, LLC (Dba: Merit Financial Advisors)

2015 - Present (7 years)

Lpl Financial LLC

2017 - 2017 (< 1 year)

Merit Financial Group, LLC

2015 - 2018 (3 years)

Stratos Wealth Partners

2010 - 2015 (5 years)

Highland Capital Brokerage: Nfp Securities, Inc

2010 - 2015 (5 years)

Nfp Securities Inc

Disclosures

Chad Lange has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
John Fitch
Charlotte, NC
Brian Fahrner
Des Plaines, IL
Travis Messinger
Spokane, WA
Jay Agarwal
Chicago, IL
Don Morgan
Spokane, WA
Trimeshia Smiley
Melbourne, FL
Kelsey Bengoa
Los Olivos, CA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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