Walter Chown is a CFP-designated registered investment advisor at LPL Financial LLC, based in Jacksonville, FL, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Jacksonville, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Walter operates under two DBAs for his LPL business: Chown Financial Services and Stillwater Wealth Management, Inc., dedicating full-time hours to Stillwater Wealth Management. He also owns rental real estate in Franklin, NC and Jacksonville, FL, spending minimal time on these properties.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Ple Wealth Management
1st Global Advisors INC
1st Global Capital CORP.Broker
Suntrust Securities, INC.Broker
Suntrust Securities, INC.
Suntrust Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Mony Securities CORP.Broker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
State Registrations5 states
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.