Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Allen Yarbrough is a registered representative with &partners, a firm with offices in Nashville, TN. Chad has been in the financial services industry since 2001. Chad has a series 7 and 66 licenses and has also passed the SIE and Series 99TO exams. Chad has experience working with individuals, corporations, LLCs, partnerships, trusts, estates, conservatorships, charitable organizations, and pension plans. Chad's specialties include portfolio management, financial planning, pension consulting, educational seminars, and research reports. &partners offers a wide range of financial services to clients including portfolio management, financial planning, pension consulting, educational seminars, and research reports. &partners has a strong commitment to providing clients with personalized service and customized solutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
09/21/2023 - Present
&partners (NASHVILLE TN)
CO
01/01/2008 - 04/13/2022
WELLS FARGO CLEARING SERVICES, LLC (DURANGO CO)
MO
01/02/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 07/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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