Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Andrew Archer is an investment advisor representative at Capital Client Group, Inc., with experience in the financial services industry since June 2010. Chad is licensed to provide investment advice in Indiana, Minnesota, North Dakota, South Dakota, and Wisconsin. Chad is a registered representative of FINRA and holds Series 6, 7TO, 24, 63, and 65 securities licenses.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
IN
01/31/2017 - Present
Capital Client Group, Inc. (CARMEL IN)
IA
Issued 09/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2024
Series 24 - General Securities Principal Examination
BC
Issued 08/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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