Cole Philip Chiappialle
Investment adviser representative at LPL Financial LLC
5 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
5 years in the industry.
- LPL Financial, LLCSep 2020 to now
- Telhio Credit UnionMar 2021 to Dec 2021
- Edward JonesFeb 2018 to Sep 2020
- Bowser HyundaiDec 2017 to Feb 2018
- Shippensburg UniversityAug 2017 to Dec 2017
- Enterprise Rent-a-carMay 2017 to Aug 2017
- Shippensburg UniversityJan 2017 to May 2017
- Bowser HyundaiDec 2016 to Jan 2017
- Shippensburg UniversityAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6904808
- Firm CRD
- 6413