Chad Michael Anderson
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Chad Michael Anderson? 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
12 years in the industry.
- LPL Financial LLCDec 2023 to now
- UnemployedAug 2023 to Nov 2023
- Digital Capital ManagementMar 2022 to Jul 2023
- Financial Haus - North Star Resource GroupOct 2021 to Mar 2022
- Minnesota Life Insurance CoOct 2021 to Mar 2022
- Securian Financial Services IncOct 2021 to Mar 2022
- Park Avenue SecuritiesJun 2021 to Oct 2021
- Guardian Life InsuranceMay 2021 to Oct 2021
- UnemployedMar 2019 to Mar 2021
- Morgan StanleyOct 2017 to Aug 2019
- Ace ParkingFeb 2017 to May 2017
- Svs ParkingSep 2016 to Dec 2016
- StudentAug 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6579417
- Firm CRD
- 6413