Chantal Balcom

Current Employers

Employment History

• 06/2008 → Present
  Balcom Investments, Inc.
  Kirkland, WA
• 11/2012 → 09/2022
  Royal Alliance
  Kirkland, WA
• 09/2022 → 07/2025
  Cadaret, Grant & Com., Inc.
  Kirkland, WA
• 07/2025 → Present
  Lpl Financial Llc
  Kirkland, WA

Previous Registrations

• 2022-09-26 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Kirkland, WA
• 2012-11-20 → 2022-10-11
  Osaic Wealth, Inc.
  Scottsdale, AZ
  Kirkland, WA
• 2005-06-22 → 2012-11-19
  Veritrust Financial, Llc
  Austin, TX
  Kirkland, WA
  Kirkland, WA
  Kirkland, WA
  Kirkland, WA
• 2004-01-01 → 2005-07-06
  Cetera Advisors Llc
  Kirkland, WA
• 1998-10-08 → 2004-01-01
  Vestax Securities Corporation
  Kirkland, WA

Other Businesses

1- 07/2025 - Balcom Investments INC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/01/2006 - 200 hours per month/ during trading 2- 07/2025 - Breakers Association - Non-Profit Board Member - Secretary - Not Investment Related - Bellevue, WA - Start Date 02/05/2025 - 5 hours per month/ 2 hours during trading 3- 07/2025 - Rental Properties - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 04/01/2022 - 3 hours per month/ 1 hour during trading 4- 07/2025 - Balcom Farm - Farm - Owner - Not Investment Related - Newman Lake, WA - Start Date 01/01/1990 - 10 hours per month/ 3 hours during trading 5- 07/2025 - Balcom Investments Solutions LLC - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 12/01/1992 - 2 hours per month/ 1 hour during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-26
• S63 Uniform Securities Agent State Law Examination
  1995-10-31

Other Names

• Chantal Jobalcom Mcfall
• Chantal Jo Balcom
• Chantal Jo Mcfall
• Chantal Jo Balcom Mcfall
• Chantal Balcom Mcfall