Chelsea Anne Le moine
Investment adviser representative at LPL Financial LLC
25 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Chelsea Anne Le moine? 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
25 years in the industry.
- LPL Financial LLCNov 2025 to now
- Webster BankAug 2025 to now
- UnemployedMar 2025 to Jul 2025
- Incline Village General Improvement DistrictDec 2023 to Feb 2025
- Massmutual Life Insurance CoOct 2023 to Dec 2023
- MML Investors Services, LLCOct 2023 to Dec 2023
- Full Community FoundationApr 2023 to Jul 2023
- Fidelity Personal and Workplace AdvisorsAug 2022 to Feb 2023
- Fidelity Brokerage Services, LLCJan 2022 to Feb 2023
- Fidelity InvestmentsJan 2022 to Feb 2023
- Utah Association of Criminal Defense LawyersSep 2021 to Jan 2022
- Cliff House MaineMay 2021 to Jun 2021
- Herritage FarmNov 2020 to Jan 2021
- Cliff House MaineMay 2020 to Aug 2020
- Herritage FarmJun 2019 to Aug 2019
- St. Lawrence UniversitySep 2018 to Apr 2021
- Kohl'sJul 2018 to Aug 2018
- The Frederick Gunn SchoolFeb 2001 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7498337
- Firm CRD
- 6413