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.
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
General Information |
| Firm Start Year: | 1989 | |
| States Licensed in: | NJ, PA, FL, CA |
| 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 |
Services |
| Investment Types: | Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Options & Futures, Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Email, Phone, Our Office, Your Home, Video Conference, Your Office |
Qualifications & Memberships |
| 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 - Carlisle PA 09/01/2000-05/15/2004 |
| Minor in Political Science | Dickinson College - Carlisle PA 09/01/2000-05/15/2004 |
| Minor in Economics | Dickinson College - Carlisle PA 09/01/2000-05/15/2004 |
| MBA - Business | Wilmington University - New Castle DE 01/02/2010-12/15/2010 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf 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 |
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
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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