Unclaimed
Chad Glover is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Overland Park, KS. Chad has been working in the financial services industry since February 2004. Chad is licensed to provide financial advice in 36 states. Chad's specialties include financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and market timing services. Chad Glover has 2 state exams and 3 product exams on his record. Chad has been with Cambridge Investment Research, Inc. since May 2023. Prior to that, Chad was with Securities America Advisors. Chad is registered as a representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor firm.
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
KS
05/09/2023 - Present
Cambridge Investment Research Advisors, Inc. (Overland Park KS)
KS
06/07/2018 - 05/18/2023
SECURITIES AMERICA, INC. (OVERLAND PARK KS)
KS
02/02/2004 - 06/11/2018
MML INVESTORS SERVICES, LLC (Overland Park KS)
BOTH
Issued 05/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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