CP
CP

Chelsea Paddock

9 Years of Experience
Covington, IN
BrokerSells Insurance

Chelsea Paddock is a registered investment advisor, based in Covington, IN, with 9 years of industry experience.

Location

159 S Stringtown Rd, Covington, IN, 47932

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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 ActivitiesSells Insurance

Chelsea works as an Investment Advisor Representative (IAR) through Kestra Advisory Services and as a Registered Representative through Kestra Investment Services, dedicating full-time hours to these roles. Additionally, Chelsea is an independent insurance agent with Insource, spending a few hours per week proposing fixed annuities, long-term care (LTC), or life insurance products.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Kestra Advisory Services, LLC
June 2023 - Present · 2 yrs 11 mos
Kestra Investment Services, LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
LPL Financial LLC
June 2016 - July 2023 · 7 yrs 1 mo
LPL Financial LLCBroker
May 2016 - July 2023 · 7 yrs 2 mos
State Registrations4 states
ILINMINC
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.
Chelsea Paddock - Financial Advisor | TrueAdvisor