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Nathan Chapman

Advisor at LPL Financial

Updated today

Location

Bradford, PA 16701

Credentials

Series 63, Series 66

Industry experience

3 years

About

Nathan Chapman is a financial advisor with LPL Financial in Bradford, PA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work experience includes roles at Northwest Bank and Central Transport. Outside of advising, he is a Notary Public. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

33 Main Street

Bradford, PA 16701

Most active in

Pennsylvania

Work history

LPL Financial

2022 - Present (4 years)

Northwest Bank

2021 - Present (5 years)

Unemployed

2021 - 2021 (1 year)

Central Transport

2020 - 2021 (1 year)

Covid Unemployment

2020 - 2020 (1 year)

Fancee Transportation

2018 - 2020 (2 years)

Wal-Mart

2018 - 2018 (1 year)

Wal-Mart

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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