Financial advisor
Chad Carlile
Now at LPL Financial · Lubbock, TX
Registered as Jeff Chad Carlile
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Chad Carlile | Raymond James Financial Services | LPL Financial | Lateral | September 24, 2026 | Undisclosed |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| LPL FINANCIAL LLC | Investment adviser | September 14, 2026 | Current |
| LPL FINANCIAL LLC | Broker-dealer | September 14, 2026 | Current |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Investment adviser | April 25, 2022 | September 18, 2026 |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | Broker-dealer | April 25, 2022 | September 18, 2026 |
| LPL FINANCIAL LLC | Investment adviser | July 26, 2012 | May 16, 2022 |
| LPL FINANCIAL LLC | Broker-dealer | July 26, 2012 | May 16, 2022 |
| BBVA WEALTH SOLUTIONS INC. | Investment adviser | October 15, 2010 | July 24, 2012 |
| ST JOHNS WEALTH MANAGEMENT | Investment adviser | April 1, 2010 | October 15, 2010 |
| BBVA COMPASS INVESTMENT SOLUTIONS, INC. | Investment adviser | May 14, 2008 | March 10, 2010 |
| BBVA COMPASS INVESTMENT SOLUTIONS, INC | Broker-dealer | May 14, 2008 | July 24, 2012 |
| PRIMEVEST FINANCIAL SERVICES, INC. | Broker-dealer | June 1, 2007 | May 14, 2008 |
| PRIMEVEST FINANCIAL SERVICES, INC. | Investment adviser | May 21, 2007 | May 14, 2008 |
| MORGAN STANLEY | Investment adviser | March 19, 2001 | August 29, 2005 |
| MORGAN STANLEY DW INC. | Broker-dealer | February 28, 2001 | August 29, 2005 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.