Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Kallam Stephens is an investment advisor representative registered with Buckhead Capital Management, LLC in Atlanta, Georgia. Chad has been in the industry since 1993, and holds the Series 7 and Series 63 licenses as well as the Series 65. Chad has worked for Wachovia Securities, Inc. and Wachovia Capital Markets, Inc. in the past. Chad works with clients in various categories, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities. The firm offers financial planning, portfolio management for individuals and businesses, and fixed fees, percentage of assets, and performance-based fees.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
12/06/2021 - Present
Buckhead Capital Management, LLC (ATLANTA GA)
NC
04/01/1999 - 11/06/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
06/01/1998 - 04/01/1999
WACHOVIA CAPITAL MARKETS, INC. (WINSTON SALEM NC)
NC
04/21/1997 - 06/01/1998
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NC
08/24/1993 - 12/31/1994
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
Issued 09/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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