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DC

Deborah Chinnapillai

41 Years of Experience
Evergreen Park, IL
1 DisclosureBroker

Deborah Chinnapillai is a registered investment advisor at LPL Financial LLC, based in Evergreen Park, IL, with 41 years of industry experience. Deborah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9730 S Western Ave, Ste 440, Evergreen Park, IL, 60805

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2014
Closed-No Action
Other Business Activities

Deborah operates Core Wealth Capital Partners as a DBA for her LPL business. She is also involved with D.D.E. Partners, LLC for tax/investment purposes, which takes nearly full-time. Additionally, Deborah owns rental real estate, dedicating a few hours per week to it.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & Reed
January 1998 - July 2021 · 23 yrs 6 mos
Waddell & ReedBroker
April 1985 - July 2021 · 36 yrs 3 mos
State Registrations27 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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