Chesley Ardis Davidson
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Chesley Ardis Davidson? 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, LLCMar 2022 to now
- Charles Schwab & Co., Inc.Apr 2021 to Mar 2022
- UnemployedSep 2020 to Mar 2021
- TD AmeritradeApr 2020 to Aug 2020
- UnemployedDec 2019 to Mar 2020
- Enterprise HoldingsAug 2018 to Nov 2019
- Razzoo's Cajun Caf�Jan 2017 to Jul 2019
- Cotton Patch CafeOct 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7245973
- Firm CRD
- 6413