Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad McMahon is a registered investment advisor representative with State Farm Investment Management Corp. Chad is based in WAYNESVILLE, NC and has been in the industry since March 2009. Chad McMahon has been with State Farm Investment Management Corp. since August 2018. They have a Series 6 and Series 63 license, and a Series 65 license. Chad McMahon's area of specialization is working with individuals, investment companies and other business entities.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
07/13/2023 - Present
State Farm Investment Management Corp. (WAYNESVILLE NC)
IA
Issued 06/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chad McMahon is the right advisor for you? Invested Better is here to help.
