Linda Chappell
Linda Chappell is a registered investment advisor at LPL Financial LLC, based in Fitzgerald, GA, with 35 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
Fitzgerald, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Linda owns rental real estate, is an author, and a notary, but these activities take minimal time. She is also a pastor at Fitzgerald First Assembly of God, dedicating about 10-20% of her time, and operates Victory Financial Plans and Services, LLC, a DBA for her LPL business, dedicating nearly full-time hours during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
American General Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations11 states
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