Chantal Blanchard is a registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, with 30 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
6161 Perkins Rd Ste 1A, Baton Rouge, LA, 70808-4119
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Regulatory History
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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Chantal operates under two DBAs for her LPL business: Gladstone Wealth Partners (since 2021) and Altus Wealth Management (since 2012). These activities are investment-related and take up a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Geneos Wealth Management, INC.Broker
LPL Financial LLCBroker
Financial Design, INC.Broker
Harger and Company, INC.Broker
Harger and Company, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.