John Chanda
John Chanda is a registered investment advisor at LPL Financial LLC, based in Lake Worth Beach, FL, with 25 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
Lake Worth Beach, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2020Other Business ActivitiesSells Insurance
John sells Mass Mutual fixed life and fixed annuity policies, dedicating minimal time to this activity. He also has a business entity, Chanda Financial LLC, for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Investment Advisors
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Advest, INC.
Advest, INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations14 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.