Paul David Gaschen
Investment adviser representative at LPL Financial LLC
26 yearsExperience
1 stateRegistered in
ChFC®Designation
$819.1BFirm assets
Are you Paul David Gaschen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- LPL Financial LLCJul 2025 to now
- Cadaret, Grant & Co., Inc.Oct 2023 to now
- Gaschen, Berlingeri & AssociatesJun 2019 to Oct 2023
- Cetera Advisors LLCJan 2013 to Oct 2023
- Gaschen, Johnston & Associates, LLCDec 2000 to Jun 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2201102
- Firm CRD
- 6413