Ameriprise Financial Services
47yrs
Top advisor by experience in Virginia Beach
New
Chase Ely is a fiduciary financial advisor in Virginia Beach, Virginia, registered since Mar 2026. Chase joined LPL Financial in 2026, 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 560 advisors with offices in Virginia Beach, and one of 536 fiduciaries.
At a glance
ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
Office607 Lynnhaven Parkway, Virginia Beach, VA 23452
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2026 – nowLPL Financial LLCCurrent firm
Contact Chase
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Chase. 607 Lynnhaven ParkwayVirginia Beach, VA 23452Office · Get directions Facebook pageLPL Financial
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Questions to ask Chase
Tailored to Chase’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Chase
How do I contact Chase?
Call LPL Financial at (704) 733-3300 and ask for Chase Ely. Chase works from the Virginia Beach, VA office.
How long has Chase been a financial advisor?
Chase is new to the profession, registered since Mar 2026, and holds 1 license.
What licenses does Chase hold?
Series 66. Tap any license on this page to see what it allows.
Is Chase a fiduciary?
Chase is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chase paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Chase 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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