Donald Chastain is a registered investment advisor at LPL Financial LLC, based in Montgomery, AL, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
350 Leavell Circle, Montgomery, AL, 36117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald operates McDonald & Hagan Wealth Management as a DBA for his LPL business, dedicating about 10-20% of his time during securities trading. He also participates in a CPA affiliate program with Machen McChesney LLP, spending about a quarter of his time on this activity.
Employment History
Current Registrations
LPL Financial LLC
Invista Advisors
LPL Financial LLCBroker
Previous Registrations
Invista Advisors
LPL Financial LLC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.