EC
CFP
EC
CFP

Elena Chambous

32 Years of Experience
Morristown, NJ
BrokerSells Insurance

Elena Chambous is a CFP-designated registered investment advisor at LPL Financial LLC, based in Morristown, NJ, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

5 Budd St, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Elena sells life, disability, and long-term care insurance, dedicating about 5% of her time to this. She also owns rental properties through Adelphes Realty LLC and 5BuddStreet LLC, and provides divorce consulting and mediation services through Uncommon Divorce LLC, spending about 10-20% of her time on the latter.

Employment History
Current Registrations
LPL Financial LLC
September 2003 - Present · 22 yrs 8 mos
LPL Financial LLCBroker
September 2003 - Present · 22 yrs 8 mos
Previous Registrations
Divorce Consulting Group
January 2011 - December 2013 · 2 yrs 11 mos
Morristown Financial Group, LLP
November 2004 - June 2009 · 4 yrs 7 mos
American General Securities IncorporatedBroker
September 2002 - August 2003 · 11 mos
Park Avenue Securities LLCBroker
January 2002 - August 2002 · 7 mos
Corinthian Partners, L.L.C.Broker
September 1999 - January 2000 · 4 mos
Park Avenue Securities LLCBroker
May 1999 - June 1999 · 1 mo
Guardian Investor Services CorporationBroker
March 1992 - May 1999 · 7 yrs 2 mos
Summit Equities, INC.Broker
March 1991 - January 1992 · 10 mos
State Registrations5 states
CAFLNJNYPA
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.