Adam
Chaney

Lpl Financial LLC

CRD#5163318
Investment Advisor
in Naperville, IL

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About this Advisor

Adam Chaney is a financial advisor operating in Naperville, Illinois who has 9 years of industry experience. Chaney is an employee of Lpl Financial LLC. Their career trajectory has included roles at Ted'S Lawn Care, Lpl Financial LLC and Optimal Wealth & Investments, Inc. Chaney holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Illinois and Texas. Lpl Financial LLC is a registered investment company headquartered in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 employees. It has $368 billion in assets under management across its 1,688,501 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are held by high-net-worth clients who have more than $1 million in investable assets. The firm provides a wide set of services, such as 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 charged by financial advisors typically are based on which services the firm provides the client. However, fee types charged by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

Office Location

1717 N. Naper Blvd, Suite 303
Naperville, IL 60563

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

IL Average: 13
Total Number of Accounts

1,688,501

IL Average: 661
Average Account Size

$217,956

IL Average: $977,396

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

Adam Chaney Work History

Adam has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Optimal Wealth & Investments, Inc

2013 - Present (11 years)

Lpl Financial LLC

2013 - 2013 (< 1 year)

Ted'S Lawn Care

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Chaney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
John Neuenswander
Salt Lake City, UT
Michael Starensier
Fort Mill, SC
Brandi Hoover
Hattiesburg, MS
Scott Stambaugh
Chico, CA
Timothy Meyers
Wenatchee, WA
Robert Roar
Grayson, KY
Gary Mesko
Sarasota, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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