Chase
Newell
Lpl Financial LLC
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About this Advisor
Chase Newell is a financial advisor working in Colby, Kansas who has 2 years of industry experience. Newell is currently employed by Lpl Financial LLC. Throughout their career, they have worked at Waddell & Reed Inc, Kathy Bahe, Northwest Kansas Decorating Center, Student, Hrc Townhomes And Apartments, Western State Bank, 819 N 8Th Street, 918 North Arapahoe Street, 1031 Bluemont Ave, 1030 Vattier, Various Insurance Carriers For W & R Insurance Agencies, Rk Bahe & Associates LLC and Lpl Financial LLC. Newell has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Kansas, Nebraska and Texas. Lpl Financial LLC is a registered investment business headquartered in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in total assets between its 1,688,501 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a number 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 for financial management largely vary depending on which services are provided. Fees billed by Lpl Financial LLC can be comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Chase Newell Work History
Chase has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Various Insurance Carriers For W & R Insurance Agencies
Waddell & Reed Inc
Kathy Bahe
Rk Bahe & Associates LLC
Northwest Kansas Decorating Center
918 North Arapahoe Street
1031 Bluemont Ave
Student
Hrc Townhomes And Apartments
1030 Vattier
Student
Western State Bank
819 N 8Th Street
Student
Northwest Kansas Decorating Center
1031 Bluemont Ave
Student
1031 Bluemont Ave
*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 Chase Newell 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
Fort Mill, SC
Charlestown, MA
Festus, MO
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Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
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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