Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, ChFC®, Series 63, Series 65
Experience Industry experience
34 years
Location
Leesville, LA
LPL Financial
Institution
Christopher Lee is a financial advisor at LPL Financial with 34 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Lincoln Financial Securities and First Command Financial Services. Outside of his advisory role, he is involved with Frontload, Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Leesville, LA
Leesville LA
Advisors at this office
1
Louisiana · Texas
34 years of industry experience
LPL Financial
2024 - Present • 2 years
Leesville, LA
Lincoln Financial Securities
2022 - 2024 • 2 years
Leesville, LA
First Command Advisory Services
2015 - 2022 • 7 years
Fort Worth, TX
First Command Financial Services, Inc
1991 - 2022 • 31 years
Fort Worth, TX
First Command Financial Planning, Inc.
1991 - 2022 • 31 years
Leesville, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Leesville, LA
First Command Advisory Services
Daniel Rogers is a Series 66 licensed financial advisor with five years of experience, currently with First Command Advisory Services in Leesville, Louisiana. Prior to his advisory role, he held positions in automotive sales and ownership, including operating D.R. Financial, LLC, a pass-through entity for his business activities within First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team.
Series 66
Leesville, LA
Edward Jones
Jason Carroll is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Series 63, Series 66
Leesville, LA
Edward Jones
Patrick Martin is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of advising, Martin manages the day-to-day operations of a car wash business in Leesville, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of about 23,701 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.
Series 66
Simpson, LA
Ameriprise
Heather Parker is a financial advisor with Ameriprise who holds a Series 66 designation and has seven years of industry experience. She previously worked at UDB Financial for five years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, emphasizing dependable income and tax-aware withdrawal strategies.
CFP®, Series 63
Anacoco, LA
LPL Financial
John Lenahan is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with LPL Financial, where he has worked since 2003 in multiple roles, including a recent period from 2024 onward. His prior experience includes four years at Ameriprise Financial Services. He is also a commissioned notary in the state of Louisiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services supported by a large network of advisors and utilizes various model portfolios and third-party subadvisors.
Series 66
Leesville, LA
Edward Jones
Jennifer Chaney is a Series 66-registered financial advisor with Edward Jones, where she has worked since 2020. Prior to joining Edward Jones, she was the owner of Eve & Dee Boutique, a retail business she operated from 2013 until its closure in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.
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