Chayse Primeau is a registered investment advisor at LPL Financial LLC, based in Marlton, NJ, with 1 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
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.
601 Route 73 N Ste 301, Four Greentree Centre, Marlton, NJ, 08053
Get directionsNo 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.
Learn about disclosures →Chayse operates under two DBAs for his LPL business: Maverick Partners Wealth Management, LLC and Gladstone Wealth Partners. He dedicates full-time hours to both, spending 100% of his time at reported business locations.
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.