Dean Chalela, financial advisor Langhorne PA

Dean Chalela

CRD Number: 2369311
Current Firm: Lpl Financial LLC

Dean Chalela (CRD# 2369311) is an Investment Advisor Representative working at Lpl Financial LLC in Langhorne, PA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Langhorne, PA Jul 2021 - Current 2
Various Insurance Carriers For W & R Insurance Agencies Newtown, PA Feb 1999 - Jul 2021 22
Waddell & Reed, Inc. Langhorne, PA Nov 1998 - Jul 2021 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Jun 2000
Contact Info for Dean B. Chalela
Phone Number: 704-733-3300
Registered State(s):
  • DE
  • FL
  • MD
  • MN
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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