Curtis Chambers is a CFP-designated registered investment advisor at LPL Financial LLC, based in Largo, FL, with 29 years of industry experience. Curtis 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
285 Clearwater Largo Rd N, Largo, FL, 33770-2343
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2010Customer Dispute
December 2009Other Business Activities
Curtis operates Chambers Financial Group as a DBA for his LPL business. He also co-authored a book on tax policy, dedicating about 2% of his time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations44 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
More Advisors
- Noelle Daniel, CFPLPL Financial LLC
- Russell Hale, CFPLPL Financial LLC
- Walter HielLPL Financial LLC
- Gregory Reichold, CFPHighpoint Planning Partners
- Brenda Ehrke, CFP, ChFCEdward Jones
- Simon Tingling, CFADesigned Wealth USA LTD.