Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Clary is a financial advisor with over 20 years of experience in the industry. Chad is currently a Managing Director at Syntal Capital Partners, LLC and a Senior Vice President/Private Wealth Advisor at Americana Partners, LLC. Chad is registered with the state of Texas and Colorado as an Investment Advisor Representative. Chad has a diverse background in financial services, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, PURSHE KAPLAN STERLING INVESTMENTS, and PRUCO SECURITIES CORPORATION. Chad holds a Series 63, Series 65, Series 7, Series 3, Series 30, and Series 31 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting 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.
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.
Wrap program fee
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TX
05/04/2012 - Present
Syntal Capital Partners, LLC (MIDLAND TX)
TX
05/04/2012 - 12/03/2012
PURSHE KAPLAN STERLING INVESTMENTS (MIDLAND TX)
TX
01/11/1999 - 05/08/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDLAND TX)
NJ
07/14/1998 - 12/16/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2013
Series 30 - NFA Branch Manager Examination
BC
Issued 10/30/2006
Series 3 - National Commodity Futures Examination
BC
Issued 06/07/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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