Chad Webster is a registered investment advisor at LPL Financial LLC, based in Ceres, CA, with 18 years of industry experience. Chad 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
2501 E Whitmore, Ceres, CA, 95307
Get directionsHistory
Regulatory History (3)
Judgment / Lien
November 2019Financial
May 2019Customer Dispute
October 2015Other Business Activities
Chad is doing business as BMO Investment Services, which is an entity for his LPL business. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations8 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
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