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    Paladin Research Report For:

    Chip Holston

    LPL Financial

    CRPC®
    305 Fellowship Rd
    Suite 105
    Mount Laurel, NJ 08054
    609-320-5144
    Visit Website
    https://peakwealthpartners.com/

    About Chip Holston

    Chip Holston brings a wealth of experience and expertise to his role as Associate Vice President at LPL Financial and integral member of the Peak Wealth Partners team. With a distinguished career spanning several prestigious financial institutions, Chip has built a reputation for providing strategic financial guidance tailored to his clients' unique needs.

    Before joining LPL Financial, Chip served as an advisor at Morgan Stanley and MassMutual, where he cultivated his skills in wealth management and financial planning. His diverse background enables him to offer comprehensive solutions to help clients navigate the complexities of their financial journeys with confidence.

    Having grown up in Woodbury, NJ, Chip's roots ground him in the values of hard work and community engagement. He pursued his academic endeavors with dedication, earning a Bachelor of Arts degree from Dickinson College and later enhancing his knowledge with an MBA from Wilmington University. Additionally, Chip holds a prestigious designation from the College of Financial Planning as a Chartered Retirement Planning Counselor (CRPC), demonstrating his commitment to staying at the forefront of industry best practices.

    Residing in the city of Philadelphia, Chip is deeply connected to his local community and is passionate about empowering individuals to pursue their financial goals. Beyond his professional pursuits, Chip finds joy in supporting Philadelphia sports teams, exploring new destinations through travel, and enjoys the New Jersey shore during the summer months.

    Chip's unwavering dedication to his clients, coupled with his relentless pursuit of excellence and continuous learning, make him a valued advisor who is poised to guide his clients toward financial success and confidence.

    See Disclosures

    General Information

    Firm Start Year
    • 1989
    CRD#
    • 6180071
    Firm CRD#
    • 6413
    States Licensed in
    • NJ, PA, FL, CA
    Years of Experience in Financial Services
    • 20
    Number of Years with Current Firm
    • 1
    Work Experience
    • Peak Wealth Partners - LPL Financial - Associate Vice President | Private Wealth Advisor - May 2024 - Present Morgan Stanley - Financial Advisor - June 2019 - May 2024 Mass Mutual - Financial Advisor - Nov 2016 - July 2018 Merrill Lynch - Retirement Education Services Nov 2015 - Oct 2016 Retirement Benefits Contact Center - Mar 2013 - Nov 2016 BNY Mellon - Investment accountant Nov - 2011 - March 2013 JP Morgan - Operations specialist in Collateral Management - July 2007 - June 2010 State Street - Mutual Fund accountant - 2005 - 2007
    Work with the following types of clients
    • Businesses, Individual Investors, Non-Profit Organizations
    Advisory Services Provided
    • Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Money Management, Wealth Management, Retirement Planning

    Compliance

    Registered Investment Advisor
    • Yes
    Registered Representative
    • Yes
    Investment Advisor Representative
    • Yes
    Acknowledged fiduciary
    • Yes
    Compliance Disclosures in Last 5 years
    • I have a clean record
    Criminal Disclosures in Last 5 years
    • I have a clean record

    Qualifications & Membership

    Certifications, Accreditations & Designations
    • CRPC®
    Securities Licenses
    • Series 7, Series 63, Series 65, Series 66
    Insurance and Annuity Licenses
    • Variable Life, Long Term Care, Disability, Accident, Annuity, Health, Life, Variable Annuity

    Firm Information

    Advisor's Number of Clients
    • 60
    Advisor's Number of Managed Clients
    • 55
    Advisor's Number of Planning Clients
    • 35
    Assets Managed by Advisor
    • $22,000,000

    Compensation and Fees

    Fee Structure
    • Fee-Based
    Minimum Portfolio Size for New Managed Accounts
    • $250,000
    Compensation Methods
    • Commissions, Based on Assets, Flat Fee
    Fee % Based on Assets
    • Ranges

    Education

    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

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


    LPL ADV 2A

    https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

    Additional Detailed Disclosures

    https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

    Disclaimer

    Securities offered through LPL Financial, Member FINRA & SIPC.

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