Adam Chaney
Adam Chaney is a registered investment advisor at LPL Financial LLC, based in Forest City, NC, with 12 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
Forest City, NC
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Regulatory History (1)
Criminal
May 1997Other Business Activities
Adam operates Optimal Wealth & Investments, LLC as a DBA for his LPL business, dedicating full-time hours. He also has a business entity, CFG Planning Services, for tax/investment purposes, requiring a few hours per week, and owns Four Oaks Farmstead, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations26 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.