Manuel Rosas Chavez
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
13 years in the industry.
- LPL Financial LLCDec 2025 to now
- Clarity Financial, Pl dba: Clarity Financial Wealth ManagementMar 2018 to now
- Cetera Investment Advisers, LLCJan 2024 to Dec 2025
- Cetera Advisors LLCNov 2021 to Dec 2025
- Cambridge Investment Research Advisors, IncOct 2013 to Nov 2021
- Cambridge Investment Research, IncOct 2013 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5807410
- Firm CRD
- 6413