Vi Tan Chan
Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$819.1BFirm assets
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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
12 years in the industry.
- LPL Financial LLCApr 2026 to now
- Edward JonesMay 2019 to Apr 2026
- UnemployedAug 2018 to May 2019
- Mgm Resorts InternationalJun 2017 to Aug 2018
- UnemployedFeb 2017 to Jun 2017
- Pacific Global Investment Management CompanyApr 2014 to Feb 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5817699
- Firm CRD
- 6413