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Chad Marion Rushing

Steward Partners Investment Advisory, LLC

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About Chad Marion Rushing

Chad Marion Rushing is a financial advisor with over 30 years of experience in the industry. Chad is registered with Steward Partners Investment Advisory, LLC and currently holds licenses in 24 states. Chad has experience in the fields of agriculture/farming, rental real estate, and financial consulting. Chad is also a Board Member of Pinckneyville Community Hospital.

Firm Information

Chad Rushing is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisor with 354 registered representatives and 254 licensed agents. The firm has a total of 45203 accounts under management with assets totaling $20,433,200,577. Steward Partners Investment Advisory, LLC provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm also offers other advisory services including financial consulting. They serve a variety of client types including charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and state or municipal government entities.
Steward Partners Investment Advisory, LLC

7 WEST JACKSON STREET

PINCKNEYVILLE, IL 62272

$20.43B

Assets Under Management

21,758

Total Clients

356

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Rushing’s Registration & Firm History

IL

03/15/2024 - Present

Steward Partners Investment Advisory, LLC (PINCKNEYVILLE IL)

IL

05/02/1996 - 03/15/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (PINCKNEYVILLE IL)

MO

01/03/1995 - 05/13/1996

INBANK INVESTMENTS, INC. (ST. LOUIS MO)

MA

07/30/1993 - 12/30/1994

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/30/1993 - 12/30/1994

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 7/24/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 8/6/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 9/25/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 9/20/2013

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/8/1995

Series 7 - General Securities Representative Examination

BC

Issued 7/29/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Marion Rushing.
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