Osaic Wealth
47yrs
Top advisor by experience in Naperville
8yrs
Chad Carson has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Naperville, Illinois. Chad joined LPL Financial in 2022, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 550 advisors with offices in Naperville, and one of 511 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office1284 Rickert Road, Naperville, IL 60540
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowLPL Financial LLCCurrent firm
Contact Chad
1284 Rickert RoadNaperville, IL 60540Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Chad
Tailored to Chad’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Chad
How do I contact Chad?
Call LPL Financial at (704) 733-3300 and ask for Chad Carson. Chad works from the Naperville, IL office.
How long has Chad been a financial advisor?
Chad has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Chad hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Chad a fiduciary?
Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chad paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Chad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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