Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Anthony Harris is a financial advisor registered with LPL Financial LLC in Hamilton, Alabama. Chad has been in the industry since 2002 and has a Series 7, Series 63 and SIE license. Chad has been registered with LPL Financial LLC since 2011. Previously, Chad was registered with UVEST FINANCIAL SERVICES GROUP, INC. in Hamilton, Alabama from 2002 to 2011. Chad is also a board member of First National Bank in Hamilton, Alabama. Chad provides financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
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2
AL
10/11/2011 - Present
LPL Financial LLC (HAMILTON AL)
AL
01/14/2002 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (HAMILTON AL)
BC
Issued 02/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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