Rod
Chisholm
Lpl Financial LLC
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About this Advisor
Rod Chisholm is a financial advisor based in Fort Worth, Texas, working with Lpl Financial LLC. Rod has previously held positions at American Airlines Federal Credit Union, Cetera Investment Services, Cetera Investment Advisers LLC, and Lpl Financial LLC. Rod has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Rod is part of Lpl Financial LLC, which operates out of Fort Worth, Texas. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Rod Chisholm Work History
Lpl Financial LLC
American Airlines Federal Credit Union
Cetera Investment Advisers LLC
Cetera Investment Services
Disclosures
Please visit the SEC profile of Rod Chisholm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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