Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Tallman is an active investment advisor representative with LPL Financial LLC. Chad has been in the industry since 2011 and holds the Series 7, SIE and Series 66 licenses. Chad has been registered with LPL Financial LLC since 2023. Chad previously worked for Sigma Financial Corporation and Cambridge Investment Research, Inc.. Chad has a wide range of experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans and investment clubs.
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
IN
05/15/2023 - Present
LPL Financial LLC (FORT WAYNE IN)
IN
03/31/2012 - 05/15/2023
SIGMA FINANCIAL CORPORATION (FORT WAYNE IN)
IN
09/01/2011 - 05/01/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (FORT WAYNE IN)
BOTH
Issued 09/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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