PC
PC

Peyton Chambers

6 Years of Experience
Cleveland, MS
Broker

Peyton Chambers is a registered investment advisor at LPL Financial LLC, based in Cleveland, MS, with 6 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

214 North Pearman Ave, Cleveland, MS, 38732

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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

Peyton operates BBP Financial as a DBA for their LPL business. This activity is investment-related and takes nearly all of Peyton's time.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2024 - Present · 1 yr 6 mos
LPL Financial LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Osaic Wealth, INC.
June 2024 - November 2024 · 5 mos
Osaic Wealth, INC.Broker
June 2024 - November 2024 · 5 mos
Securities America, INC.Broker
July 2020 - June 2024 · 3 yrs 11 mos
Securities America Advisors, INC.
July 2020 - June 2024 · 3 yrs 11 mos
Investacorp Advisory Services INC
April 2020 - July 2020 · 3 mos
Investacorp, INC.Broker
November 2019 - July 2020 · 8 mos
State Registrations3 states
FLMSTX
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.
Peyton Chambers - Financial Advisor | TrueAdvisor