Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Troxclair is a financial advisor with LPL Financial LLC. Chad is a Registered Representative and Investment Advisor Representative. Chad has been a financial advisor for nearly 10 years, and is registered in 12 states, including Alabama, Arkansas, Florida, Louisiana, Massachusetts, Mississippi, Ohio, Tennessee, Texas, and Utah. Chad has experience working with individuals, high net worth individuals, corporations, and charitable organizations. Chad has a focus on retirement planning, and provides financial planning services to clients. Chad works out of LPL Financial LLC’s branch office in Laplace, Louisiana.
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
LA
11/06/2020 - Present
LPL Financial LLC (LAPLACE LA)
LA
07/29/2014 - 01/09/2020
EDWARD JONES (HAMMOND LA)
BOTH
Issued 08/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Chad Troxclair is the right advisor for you? Invested Better is here to help.
