Rod Chisholm
Rod Chisholm is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Worth, TX, 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
14050 Faa Blvd, Fort Worth, TX, 76155
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Rod operates Flagship Financial Group as a DBA for his LPL business. This investment-related activity takes up all of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations12 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.