Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Disbennett is a financial advisor with over 14 years of experience in the financial services industry. Chad has a deep understanding of the investment markets and a proven track record of success in helping clients reach their financial goals. Chad is a Certified Financial Planner™ professional and holds both Series 7 and Series 66 securities licenses. Chad is registered with Cambridge Investment Research Advisors, Inc. and serves clients in a number of states. Chad's previous experience includes positions with Royal Alliance Associates, Inc., Sterne Agee Financial Services, Inc. and WRP Investments, Inc.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
06/03/2019 - Present
Cambridge Investment Research Advisors, Inc. (Carroll OH)
OH
05/02/2016 - 06/05/2019
ROYAL ALLIANCE ASSOCIATES, INC. (LANCASTER OH)
OH
09/12/2014 - 05/05/2016
STERNE AGEE FINANCIAL SERVICES, INC. (LANCASTER OH)
OH
04/19/2010 - 09/12/2014
WRP INVESTMENTS, INC. (LANCASTER OH)
OH
02/20/2009 - 04/15/2010
H. BECK, INC. (LANCASTER OH)
BOTH
Issued 01/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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