Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chadwick? Claim Your ProfileChadwick Barton Chilcot is an active Registered Representative (Series 7, 63 & SIE) and Investment Advisor Representative (Series 65) with LPL Financial LLC. Chadwick has been in the financial services industry since 2005 and has held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Stifel, Nicolaus & Company, Incorporated and Legg Mason Wood Walker, Incorporated. Chadwick specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
09/15/2023 - Present
LPL Financial LLC (BALTIMORE MD)
MD
11/05/2019 - 02/28/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
MD
12/01/2005 - 10/25/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
MD
05/04/2005 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 12/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/09/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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