Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Daniel Leatherwood is a financial advisor with Summit Wealth Partners, LLC. Chad has been a financial advisor for over 20 years and has experience in a variety of financial services, including investment advisory, insurance, and financial planning. Chad is a Certified Financial Planner and holds the Series 7 and 66 securities licenses. Chad is a registered investment advisor in California, Colorado, Florida, Georgia, Illinois, Michigan, New Jersey, Ohio, Pennsylvania, Texas, Virginia, and Wisconsin. Chad's past experience includes working with G.A. Reppe & Company, Merrill Lynch, Pierce, Fenner & Smith Incorporated, FSC Securities Corporation, and American Express Financial Advisors Inc. Chad is dedicated to helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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FL
03/14/2024 - Present
Summit Wealth Partners, LLC (FORT MYERS FL)
FL
09/06/2005 - 12/05/2012
G. A. REPPLE & COMPANY (LONGWOOD FL)
NY
04/05/2004 - 08/12/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
06/11/2003 - 02/26/2004
G. A. REPPLE & COMPANY (CASSELBERRY FL)
GA
11/05/1999 - 06/02/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
07/27/1998 - 11/04/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/27/1998 - 11/04/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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