Unclaimed
Chad Bailey is a registered Investment Advisor Representative associated with Intrepid Financial Planning Group, LLC. Chad Bailey has been a registered Investment Advisor Representative since 2010 and has passed the Uniform Investment Adviser Law Examination. Chad Bailey works from the Carmel, Indiana office of Intrepid Financial Planning Group, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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IN
04/30/2019 - Present
Intrepid Financial Planning Group, LLC (CARMEL IN)
IA
Issued 07/14/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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