Chad Alan Thomas-killam
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- LPL Financial LLCJun 2026 to now
- BMO BankJun 2026 to now
- UnemployedSep 2025 to Jun 2026
- Potomac Fund Management, Inc.Mar 2025 to Aug 2025
- Northwestern Mutual Wealth Management CompanyOct 2024 to Feb 2025
- Edward McgillSep 2024 to Feb 2025
- Northwestern Mutual Investment Services LLCSep 2024 to Feb 2025
- Ed McgillAug 2024 to Sep 2024
- Russell InvestmentsSep 2021 to May 2024
- Principal Funds Distributor IncFeb 2017 to Sep 2021
- Princor Financial Services CorporationMar 2014 to Feb 2017
- Principal Life Insurance CompanyFeb 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 6146090
- Firm CRD
- 6413