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. Rod 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
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.
Exams
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