DC
DC

Donald Chambers

46 Years of Experience
Haddonfield, NJ
BrokerSells Insurance

Donald Chambers is a registered investment advisor at LPL Financial LLC, based in Haddonfield, NJ, with 46 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

Haddonfield, NJ

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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

Donald is involved with Chambers Wealth Management Services, focusing on non-variable insurance, dedicating about 10-20% of his time. He also uses Chambers Wealth Management as a DBA for his LPL business, dedicating full-time hours to this.

Employment History
Current Registrations
LPL Financial LLCBroker
September 2024 - Present · 2 yrs
LPL Financial LLC
September 2024 - Present · 2 yrs
Previous Registrations
Osaic Fa, INC.
July 2013 - September 2024 · 11 yrs 2 mos
Osaic Fa, INC.Broker
July 2013 - September 2024 · 11 yrs 2 mos
AXA Advisors, LLC
January 2008 - February 2008 · 1 mo
AXA Advisors, LLCBroker
January 2008 - February 2008 · 1 mo
Metlife Securities INC.Broker
June 2004 - July 2013 · 9 yrs 1 mo
Metlife Securities INC.
June 2004 - July 2013 · 9 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
June 2004 - July 2007 · 3 yrs 1 mo
Ws Griffith Securities, INC.
June 2002 - June 2004 · 2 yrs
Ws Griffith Securities, INC.Broker
March 1993 - June 2004 · 11 yrs 3 mos
Phoenix Equity Planning CorporationBroker
April 1979 - March 1993 · 13 yrs 11 mos
State Registrations3 states
FLNJPA
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.