Unclaimed
Chad Dilday is a registered investment advisor with LPL Financial LLC in Bentonville, AR. Chad Dilday has been in the financial services industry for over 20 years and specializes in working with high-net-worth individuals, corporations, and charitable organizations. Chad Dilday offers a range of financial planning services, including portfolio management, investment advisory, and insurance. Chad Dilday is also a registered representative with LPL Financial LLC.
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.
1
2
AR
05/14/2012 - Present
LPL Financial LLC (BENTONVILLE AR)
AR
09/24/2002 - 12/21/2010
ARVEST ASSET MANAGEMENT (BELLA VISTA AR)
IA
Issued 07/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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