Chance Lopez-coleman
Investment adviser representative at LPL Financial LLC
10 yearsExperience
3 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
10 years in the industry.
- LPL Financial LLCAug 2024 to now
- Beverly Benson State FarmAug 2022 to Jul 2024
- ConcentrixMay 2022 to Aug 2022
- Jimmy JohnsAug 2020 to Apr 2022
- Amazon DistributionMay 2020 to Aug 2020
- LowesNov 2019 to Mar 2020
- The Budd GroupJun 2019 to Aug 2019
- Jimmy JohnsAug 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, 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
- 7794525
- Firm CRD
- 6413