Rod
Chisholm
Lpl Financial LLC
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About this Advisor
Rod Chisholm is a certified financial planner operating out of Hurst, Texas with 3 years of relevant experience. Chisholm is an advisor for Lpl Financial LLC. During their career, the advisor has held roles at American Airlines Federal Credit Union, Cetera Investment Services, Cetera Investment Advisers LLC and Lpl Financial LLC. Chisholm holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to advise clients in Texas. Lpl Financial LLC is an advisory firm operating out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 financial advisors. It controls $368 billion in assets among its 1,688,501 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are held by high-net-worth individuals who have more than $1 million in assets. The business provides a number 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. Financial advisory fee schedules usually are based on which services the firm provides the client. Fees billed by Lpl Financial LLC can consist 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
Rod Chisholm Work History
Rod has been registered as a financial advisor for 3 years.*
Lpl Financial LLC
American Airlines Federal Credit Union
Cetera Investment Advisers LLC
Cetera Investment Services
*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 Rod Chisholm 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
Purchase, NY
Festus, MO
Arlington Heights, IL
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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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.