Chelsea Magby
Chelsea Magby is a registered investment advisor at LPL Financial LLC, based in Fort Worth, TX, with 27 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
8851 Camp Bowie West Blvd, Ste 115, Fort Worth, TX, 76116-6078
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Regulatory History (1)
Customer Dispute
May 2024Other Business ActivitiesSells Insurance
Chelsea operates under the DBA Impact Wealth Management for her LPL business since 2020 and uses CM Butterfly as a business entity for tax/investment purposes, dedicating full-time hours. She also invests in real estate through CCRRE TEAM LLC, spending minimal time, and works with SureLC/Advisor's Resource Co. on non-variable insurance matters for about 10-20% of her time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
LPL Financial LLC
LPL Financial LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Linsco/private Ledger CORP.Broker
Compass Brokerage, INC.Broker
State Registrations7 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.