Unclaimed
Rodney Jerald Chamberlin is an investment advisor representative with LPL Financial LLC. Rodney has been in the financial services industry since May 19, 1992. Rodney is registered in Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Kentucky, Michigan, Montana, Nevada, Oregon, Rhode Island, South Dakota, Texas, Utah, Virginia, and Washington. Rodney has a Series 6, Series 7, Series 24, Series 26, Series 63, and Series 65 license. Rodney is also a Registered Principal at LPL Financial LLC.
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
CA
12/16/2021 - Present
LPL Financial LLC (IRVINE CA)
CA
05/09/2013 - 11/29/2017
NATIONAL PLANNING CORPORATION (IRVINE CA)
CA
01/15/2004 - 05/14/2013
LPL FINANCIAL LLC (IRVINE CA)
NE
07/06/2000 - 01/22/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
04/02/1998 - 07/06/2000
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CO
05/23/1994 - 04/01/1998
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
NA
05/20/1992 - 05/23/1994
PROGRAMMED EQUITIES CORPORATION
IA
Issued 01/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 03/12/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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