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 Tobin is a registered Investment Advisor Representative with Slagle Financial, LLC. Chad has been in the financial services industry since July 2006. Chad Tobin is registered with the state of Florida, Illinois, Missouri and Texas. Chad Tobin obtained his Series 65 license in June 2007. Chad Tobin also holds a life and health insurance license. Slagle Financial, LLC is a firm based in Edwardsville, Illinois, with assets under management of $267,967,864. The firm specializes in financial planning and portfolio management. Slagle Financial, LLC serves a wide range of clients including individuals, corporations, and retirement plans. The firm charges fees based on a percentage of assets, hourly, and fixed fees.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
01/14/2016 - Present
Slagle Financial, LLC (EDWARDSVILLE IL)
IA
Issued 06/30/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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