TrueAdvisor
TrueAdvisor
PG
ChFC
PG
ChFC

Paul Gaschen

LPL Financial LLC
34 Years of Experience
Lubbock, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Paul Gaschen is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Lubbock, TX, with 34 years of industry experience. Paul 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.

LPL Financial LLC
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
—
View Full SEC Brochure

Location

8002 Abbeville Ave., Suite B, Lubbock, TX, 79424

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Paul is a finance elder at Grace Family Fellowship, sole member of ITLW Advisors LLC, and 50% owner of Gaschen, Berlingeri & Casebolt. He also sells insurance products, including fixed annuities, life/health, and LTC, dedicating a few hours per week to this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
LPL Financial LLC
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Cadaret, Grant & CO., INC.Broker
October 2023 - July 2025 · 1 yr 9 mos
Cadaret Grant & CO INC
October 2023 - July 2025 · 1 yr 9 mos
Cetera Advisors LLC
January 2004 - November 2023 · 19 yrs 10 mos
Cetera Advisors LLCBroker
January 2004 - November 2023 · 19 yrs 10 mos
Ifg Advisory Services INC
June 2000 - January 2004 · 3 yrs 7 mos
Ifg Network Securities, INC.Broker
May 2000 - January 2004 · 3 yrs 8 mos
AXA Advisors, LLCBroker
February 2000 - May 2000 · 3 mos
AXA Advisors, LLCBroker
January 1992 - January 2000 · 8 yrs
The Equitable Life Assurance Society of the United StatesBroker
January 1992 - January 2000 · 8 yrs
State Registrations16 states
ARAZCACOFLGAINMOMTNCNMOHOKTNTXWI
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.
More Advisors
More financial advisors in Lubbock, TX →All financial advisors in Texas →