Paladin Research Report For:

Chip Holston

LPL Financial

305 Fellowship Rd
Suite 105
Mount Laurel, NJ 08054

About Chip Holston

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, * supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States

See Disclosures

General Information

Firm Start Year
  • 1989


Qualifications & Membership

Firm Information

Compensation and Fees


Bachelor of Arts - Policy Studies with a Concentration in Private Sector
  • Dickinson College
    09/01/2000 -05/15/2004
Minor in Political Science -
  • Dickinson College
    09/01/2000 -05/15/2004
Minor in Economics -
  • Dickinson College
    09/01/2000 -05/15/2004
MBA - Business
  • Wilmington University
    01/02/2010 -12/15/2010

Disclosures provides referrals to financial professionals of LPL Financial, LLC (LPL). is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.


Additional Detailed Disclosures

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. (hyperlink FINRA & SIPC) The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial


Securities offered through LPL Financial, Member FINRA & SIPC.

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