Chase
Drake
Lpl Financial LLC
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About this Advisor
Chase Drake is a financial advisor based in Madison, Wisconsin, working with Lpl Financial LLC. Chase has previously held positions at Metlife Securities, Next Level Training, University Of Wisconsin-Madison Hockey Camps, University Of Wisconsin, Mml Investors Services, LLC, Ameriprise Financial Services, Inc, Mass Mutual Life Insurance Company, Bmo Harris Financial Advisors, and Lpl Financial LLC. Chase has passed the Series 66 regulatory exam and is registered to provide services in Texas and Wisconsin. Currently, Chase is part of Lpl Financial LLC, which operates out of Madison, Wisconsin. 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
Chase Drake Work History
Bmo Harris Financial Advisors
Lpl Financial LLC
Mml Investors Services, LLC
Mass Mutual Life Insurance Company
Ameriprise Financial Services, Inc
Mml Investors Services, LLC
Metlife Securities
Next Level Training
University Of Wisconsin-Madison Hockey Camps
University Of Wisconsin
Disclosures
Please visit the SEC profile of Chase Drake 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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