Chayse Primeau

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

• 09/2023 → Present
  Lpl Financial Llc
  Marlton, NJ
• 05/2021 → 08/2023
  Rebox Packaging
  Margate City, NJ
• 08/2022 → 05/2023
  University Of Notre Dame
  South Bend, IN
• 08/2018 → 05/2022
  University Of Nebraska At Omaha
  Omaha, NE
• 08/2016 → 05/2018
  United States Hockey League
  Dubuque, IA

Other Businesses

1) 10/2023 - Maverick Partners Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 10/2023 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-12
• S63 Uniform Securities Agent State Law Examination
  2024-12-21