Chantal Balcom
Chantal Balcom is a registered investment advisor at LPL Financial LLC, based in Kirkland, WA, with 29 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
2270 Carillon Point Road, Kirkland, WA, 98033
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2012Customer Dispute
December 2010Other Business ActivitiesSells Insurance
Chantal is an agent/corporate officer at Balcom Investment Solutions, LLC, where she earns commissions from insurance sales including fixed annuities, life/health, and LTC since 1992. She also owns a family farm, rental property, is a board member for Breakers Association, and rents conference room space to another advisor, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Veritrust Financial, LLC
Veritrust Financial, LLC
Veritrust Financial, LLCBroker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Vestax Securities Corporation
Vestax Securities CorporationBroker
Jefferson Pilot Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
Equity Programs CorporationBroker
State Registrations14 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.