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
Series 66
Experience Industry experience
10 years
Location
Carrabelle, FL
LPL Financial
Institution
Katherine Ives is a financial advisor with LPL Financial and holds a Series 66 designation, with 10 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is involved with The Cason Group as a non-variable insurance agent. 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 provides a range of advisory and brokerage services, including financial planning and third-party asset management, supported by 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
Carrabelle, FL
Carrabelle FL
Advisors at this office
2
Florida · North Carolina
10 years of industry experience
LPL Financial
2021 - Present • 5 years
Fayetteville, NC
Wells Fargo Clearing
2016 - 2021 • 5 years
Raleigh, NC
WELLS FARGO Advisors, LLC
2012 - 2016 • 4 years
Raleigh, NC
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 63, Series 65
Eastpoint, FL
RBC Capital Markets
Daniel Christiansen is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at City National Bank from 2018 to 2023 before joining RBC Capital Markets in 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual, institutional, and charitable clients. The firm offers tailored investment strategies and a range of advisory programs combining in-house and third-party managers, with a comprehensive set of portfolio management and financial planning services.
Series 63, Series 65
Carrabelle, FL
LPL Financial
Michael Chapman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and RBC Capital Markets. Outside of his advisory work, he is involved with Good Life Insurance Agency as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.
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