Chelsea Brown Magby

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 01/2020
  Raymond James Financial Services
  Forth Worth, TX
• 12/2014 → 01/2020
  Raymond James Financial Services Advisors Inc.
  Fort Worth, TX
• 12/2014 → 01/2020
  Southside Bank
  Fort Worth, TX
• 01/2020 → Present
  Lpl Financial Llc
  Fort Worth, TX

Previous Registrations

• 2014-12-18 → 2020-01-16
  Raymond James Financial Services Advisors, Inc
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
• 2011-05-18 → 2014-12-22
  Lpl Financial Llc
  Euless, TX
  Naval Air Sta/Jrb, TX
  Weatherford, TX
  Fort Worth, TX
  Fort Worth, TX
  Granbury, TX
  Ft. Worth, TX
  Forth Worth, TX
• 2007-02-16 → 2011-05-11
  Chase Investment Services Corp.
  Weatherford, TX
  Ft. Worth, TX

Other Businesses

1) 1/2020 - DBA for LPL Business (entity for LPL business) - IMPACT Wealth Management - Investment Related - Fort Worth, TX 76116 2) 4/20/2021 - CM Butterfly - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 11/18/2020 - 160 Hours Per Month/160 Hours During Securities Trading. 3) 4/28/2021 - CCRRE TEAM LLC - Not Investment Related - 1209 Prairie Avenue Cleburne, Texas 76033 - Other-Rep's Business - Start Date: 11/18/2020 - 5 Hours Per Month/0 Hours During Securities Trading - LLC created for investing in residential or commercial real estate. 4) 02/07/2025 - SureLC - Advisor's Resource Co - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:01/31/2025 - 20 Hrs/Mth - 2 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2004-03-26
• S63 Uniform Securities Agent State Law Examination
  1999-02-16

Other Names

• Chelsea R Brown