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Stracy C

Series 63

Vestavia, AL

LPL Financial

Stracy Chatham is a financial advisor with LPL Financial, holding a Series 63 designation and 31 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc, and Raymond James Financial. He is also involved in insurance sales and operates Chatham Wealth Advisors under LPL Financial. 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 advisory and brokerage services, including financial planning and access to third-party asset managers, supported by technology tools and a broad platform that integrates advisory and non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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