Brett Webb
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Fee options
Financial planning and consulting services fees may be flat fees up to $10,000, negotiated between client and IAR.
Clients may pay commissions, markups, markdowns, and transaction charges for brokerage services; commissions apply particularly if LPL acts as broker-dealer.
Financial planning and consulting services fees may be hourly, up to $500 per hour.
Work history
LPL Financial
2023 - Present (3 years)
Bank of America, N.A.
2019 - 2023 (4 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2019 - 2023 (4 years)
WElls Fargo Clearing Services, LLC
2016 - 2019 (3 years)
Wells Fargo Advisors, LLc
2013 - 2016 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Chason A
Series 66
West End, NC
Merrill
Chason Arrington is a Resident Director and Wealth Management Advisor with Merrill Lynch, specializing in tailored financial strategies that align with clients' evolving life stages. Since 2018, he has been part of the MacDonald Arrington team, focusing on business management, investment management, and financial planning. Chason works closely with clients to develop personalized wealth management plans, addressing priorities such as retirement planning, estate and legacy planning, philanthropic giving, and portfolio management. He holds the Chartered Financial Analyst® (CFA®) designation as well as the Personal Investment Advisor (PIA) credential. Chason earned both his Bachelor's degree in Finance/Economics and his Master of Business Administration (MBA) from Gardner-Webb University. In addition to his professional commitments, he is involved with the Hendersonville Connections Center. Outside of work, Chason enjoys spending time with his family, playing golf, and attending sporting events.
John H
Series 63, Series 65
Rockingham, NC
Reliant Investment Partners, Llc
William B
Series 65
Rockinham, NC
Acrylic Financial, Inc.
Gary V
CFP®, Series 63, Series 65
West End, NC
SPC
Kisha E
Series 63, Series 65
Rockingham, NC
Credit Union Investment Services
Philip S
Series 66
Rockingham, NC
Edward Jones
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