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Chadwick Shull

16 Years of Experience
Decatur, AL
Broker

Chadwick Shull is a registered investment advisor at LPL Financial LLC, based in Decatur, AL, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1807 6th Ave Se, Decatur, AL, 35601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Chadwick operates under the DBA Redstone Brokerage Services for his LPL business since 2013. He also owns rental real estate, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
November 2013 - Present · 12 yrs 6 mos
LPL Financial LLCBroker
November 2013 - Present · 12 yrs 6 mos
LPL Financial LLC
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Cetera Investment Services LLCBroker
January 2013 - November 2013 · 10 mos
Cetera Investment Services LLC
January 2013 - November 2013 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2011 - November 2012 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2010 - November 2012 · 2 yrs
Wma Securities, INC.Broker
October 1999 - May 2001 · 1 yr 7 mos
State Registrations12 states
ALGAIAMOMSOKRISCTNTXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Chadwick Shull - Financial Advisor | TrueAdvisor